Boston Partners
OTIS icon

Boston Partners’s Otis Worldwide OTIS Stock Holding History

Boston Partners’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 		$24.5M Buy
341,831
+299
+0.1% +$22.3K 0.02% 368
2026
Q1 		$26.3M Buy
341,532
+13,087
+4% +$1.15M 0.03% 342
2025
Q4 		$28.7M Buy
328,445
+302,898
+1,186% +$27.1M 0.03% 332
2025
Q3 		$2.34M Buy
+25,547
New +$2.32M ﹤0.01% 544
2025
Q1 		– Sell
-29,025
Closed -$2.69M – 755
2024
Q4 		$2.69M Sell
29,025
-1,257,261
-98% -$126M ﹤0.01% 468
2024
Q3 		$134M Sell
1,286,286
-721,134
-36% -$68.7M 0.16% 192
2024
Q2 		$193M Sell
2,007,420
-11,577
-0.6% -$1.12M 0.24% 156
2024
Q1 		$200M Sell
2,018,997
-1,187,755
-37% -$110M 0.24% 157
2023
Q4 		$287M Sell
3,206,752
-1,433,316
-31% -$119M 0.38% 94
2023
Q3 		$372M Sell
4,640,068
-45,791
-1% -$3.92M 0.52% 67
2023
Q2 		$417M Sell
4,685,859
-12,983
-0.3% -$1.09M 0.56% 61
2023
Q1 		$397M Sell
4,698,842
-699,368
-13% -$57.9M 0.55% 62
2022
Q4 		$424M Sell
5,398,210
-751,852
-12% -$55.5M 0.57% 57
2022
Q3 		$394M Buy
6,150,062
+1,887,275
+44% +$138M 0.58% 55
2022
Q2 		$303M Buy
4,262,787
+751,238
+21% +$55.3M 0.42% 79
2022
Q1 		$270M Buy
3,511,549
+333,471
+10% +$26.7M 0.33% 110
2021
Q4 		$277M Sell
3,178,078
-125,973
-4% -$10.5M 0.33% 104
2021
Q3 		$272M Sell
3,304,051
-19,841
-0.6% -$1.74M 0.34% 97
2021
Q2 		$272M Sell
3,323,892
-11,915
-0.4% -$917K 0.35% 101
2021
Q1 		$228M Buy
3,335,807
+1,487,388
+80% +$97.2M 0.31% 107
2020
Q4 		$125M Sell
1,848,419
-94,929
-5% -$6.16M 0.19% 167
2020
Q3 		$121M Sell
1,943,348
-115,905
-6% -$7.09M 0.22% 141
2020
Q2 		$117M Buy
+2,059,253
New +$107M 0.22% 142

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 $3.37T AUM 44.26% 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

Boston Partners's OTIS Position: Q2 2026 in Review

Boston Partners increased its Otis Worldwide (OTIS) stake by 0.09% in Q2 2026, buying an estimated $22.3K and bringing the position to 341,831 shares worth $24.5M. The position accounts for 0.02% of the portfolio, ranked #368.

Boston Partners first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $424M in Q4 2022. 1,226 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Boston Partners held 341,831 shares of Otis Worldwide worth $24.5M as of Q2 2026.
  • Boston Partners bought 299 Otis Worldwide shares in Q2 2026, an estimated $22.3K.
  • Otis Worldwide made up 0.02% of Boston Partners's portfolio in Q2 2026, its #368 holding.
  • Boston Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Boston Partners's Otis Worldwide position peaked at $424M in Q4 2022.
  • 1,226 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.