Bridgewater Associates’s Otis Worldwide OTIS Stock Holding History

Bridgewater Associates’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 Q1	$21.5M	Buy	278,411 +53,218	+24%	+$4.66M	0.1%	147
2025 Q4	$19.7M	Buy	225,193 +121,344	+117%	+$10.9M	0.07%	213
2025 Q3	$9.49M	Buy	+103,849	New	+$9.43M	0.04%	341
2024 Q3	–	Sell	-3,992	Closed	-$384K	–	880
2024 Q2	$384K	Buy	+3,992	New	+$385K	﹤0.01%	788
2021 Q3	–	Sell	-43,774	Closed	-$3.58M	–	771
2021 Q2	$3.58M	Buy	+43,774	New	+$3.37M	0.02%	394
2021 Q1	–	Sell	-37,501	Closed	-$2.53M	–	572
2020 Q4	$2.53M	Buy	37,501 +11,221	+43%	+$728K	0.02%	273
2020 Q3	$1.64M	Buy	+26,280	New	+$1.61M	0.02%	295

Other funds holding OTIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bridgewater Associates's OTIS Position: Q1 2026 in Review

Bridgewater Associates increased its Otis Worldwide (OTIS) stake by 24% in Q1 2026, buying an estimated $4.66M and bringing the position to 278,411 shares worth $21.5M. The position accounts for 0.1% of the portfolio, ranked #147.

Bridgewater Associates first reported a position in OTIS in Q3 2020 and has held it in 7 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Bridgewater Associates held 278,411 shares of Otis Worldwide worth $21.5M as of Q1 2026.
Bridgewater Associates bought 53,218 Otis Worldwide shares in Q1 2026, an estimated $4.66M.
Otis Worldwide made up 0.1% of Bridgewater Associates's portfolio in Q1 2026, its #147 holding.
Bridgewater Associates first reported a position in Otis Worldwide in Q3 2020 and has held it in 7 quarters since.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.