BPAMU
OTIS icon

BTG Pactual Asset Management US’s Otis Worldwide OTIS Stock Holding History

BTG Pactual Asset Management US’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 		$492K Buy
6,877
+3,108
+82% +$232K 0.03% 238
2026
Q1 		$291K Buy
3,769
+616
+20% +$53.9K 0.03% 226
2025
Q4 		$275K Buy
+3,153
New +$282K 0.03% 165

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

BTG Pactual Asset Management US's OTIS Position: Q2 2026 in Review

BTG Pactual Asset Management US increased its Otis Worldwide (OTIS) stake by 82% in Q2 2026, buying an estimated $232K and bringing the position to 6,877 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #238.

BTG Pactual Asset Management US first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • BTG Pactual Asset Management US held 6,877 shares of Otis Worldwide worth $492K as of Q2 2026.
  • BTG Pactual Asset Management US bought 3,108 Otis Worldwide shares in Q2 2026, an estimated $232K.
  • Otis Worldwide made up 0.03% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #238 holding.
  • BTG Pactual Asset Management US first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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