BA
OTIS icon

Bridgewater Advisors’s Otis Worldwide OTIS Stock Holding History

Bridgewater Advisors’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
2025
Q2 		– Sell
-2,241
Closed -$213K – 437
2025
Q1 		$213K Buy
+2,241
New +$219K 0.02% 384
2022
Q1 		– Sell
-2,333
Closed -$203K – 247
2021
Q4 		$203K Buy
+2,333
New +$195K 0.04% 238

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bridgewater Advisors's OTIS Position: Q2 2025 in Review

Bridgewater Advisors sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 2,241 shares — an estimated $213K sold.

Bridgewater Advisors first reported a position in OTIS in Q4 2021 and held it in 2 quarters. The position peaked at $213K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Bridgewater Advisors reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Bridgewater Advisors sold 2,241 Otis Worldwide shares in Q2 2025, an estimated $213K.
  • Bridgewater Advisors first reported a position in Otis Worldwide in Q4 2021 and held it in 2 quarters.
  • Bridgewater Advisors's Otis Worldwide position peaked at $213K in Q1 2025.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Bridgewater Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.