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Blueshift Asset Management’s Otis Worldwide OTIS Stock Holding History

Blueshift Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,209
Closed -$710K – 698
2026
Q1 		$710K Buy
9,209
+5,389
+141% +$471K 0.22% 125
2025
Q4 		$334K Sell
3,820
-3,501
-48% -$313K 0.1% 302
2025
Q3 		$669K Buy
7,321
+4,562
+165% +$414K 0.21% 138
2025
Q2 		$273K Buy
+2,759
New +$266K 0.08% 314
2024
Q2 		– Sell
-3,784
Closed -$376K – 404
2024
Q1 		$376K Buy
+3,784
New +$350K 0.2% 162
2023
Q4 		– Sell
-4,424
Closed -$355K – 342
2023
Q3 		$355K Buy
+4,424
New +$378K 0.21% 149
2023
Q2 		– Sell
-4,140
Closed -$349K – 441
2023
Q1 		$349K Buy
+4,140
New +$343K 0.15% 196
2022
Q4 		– Sell
-15,585
Closed -$994K – 552
2022
Q3 		$994K Buy
15,585
+12,630
+427% +$924K 0.21% 135
2022
Q2 		$209K Sell
2,955
-71,012
-96% -$5.23M 0.03% 567
2022
Q1 		$5.69M Buy
73,967
+33,276
+82% +$2.66M 0.52% 31
2021
Q4 		$3.54M Buy
40,691
+13,470
+49% +$1.13M 0.31% 85
2021
Q3 		$2.24M Buy
+27,221
New +$2.39M 0.13% 215
2021
Q2 		– Sell
-23,201
Closed -$1.59M – 1103
2021
Q1 		$1.59M Sell
23,201
-40,900
-64% -$2.67M 0.16% 169
2020
Q4 		$4.33M Buy
64,101
+39,941
+165% +$2.59M 0.51% 38
2020
Q3 		$1.51M Buy
+24,160
New +$1.48M 0.21% 145

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Blueshift Asset Management's OTIS Position: Q2 2026 in Review

Blueshift Asset Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 9,209 shares — an estimated $710K sold.

Blueshift Asset Management first reported a position in OTIS in Q3 2020 and held it in 15 quarters. The position peaked at $5.69M in Q1 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Blueshift Asset Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Blueshift Asset Management sold 9,209 Otis Worldwide shares in Q2 2026, an estimated $710K.
  • Blueshift Asset Management first reported a position in Otis Worldwide in Q3 2020 and held it in 15 quarters.
  • Blueshift Asset Management's Otis Worldwide position peaked at $5.69M in Q1 2022.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.