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 Q2	$26.1M	Buy	364,278 +85,867	+31%	+$6.41M	0.11%	160
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bridgewater Associates's OTIS Position: Q2 2026 in Review

Bridgewater Associates increased its Otis Worldwide (OTIS) stake by 31% in Q2 2026, buying an estimated $6.41M and bringing the position to 364,278 shares worth $26.1M. The position accounts for 0.11% of the portfolio, ranked #160.

Bridgewater Associates first reported a position in OTIS in Q3 2020 and has held it in 8 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Bridgewater Associates held 364,278 shares of Otis Worldwide worth $26.1M as of Q2 2026.
Bridgewater Associates bought 85,867 Otis Worldwide shares in Q2 2026, an estimated $6.41M.
Otis Worldwide made up 0.11% of Bridgewater Associates's portfolio in Q2 2026, its #160 holding.
Bridgewater Associates first reported a position in Otis Worldwide in Q3 2020 and has held it in 8 quarters since.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.