Calamos Advisors
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Calamos Advisors’s Otis Worldwide OTIS Stock Holding History

Calamos 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
2026
Q2 		$4.55M Sell
63,592
-3,943
-6% -$295K 0.02% 559
2026
Q1 		$5.21M Buy
67,535
+2,765
+4% +$242K 0.02% 546
2025
Q4 		$5.66M Sell
64,770
-2,480
-4% -$222K 0.02% 511
2025
Q3 		$6.15M Hold
67,250
– – 0.02% 521
2025
Q2 		$6.66M Hold
67,250
– – 0.03% 510
2025
Q1 		$6.94M Buy
67,250
+743
+1% +$72.6K 0.03% 462
2024
Q4 		$6.16M Sell
66,507
-97
-0.1% -$9.73K 0.03% 497
2024
Q3 		$6.92M Sell
66,604
-1,619
-2% -$154K 0.03% 487
2024
Q2 		$6.57M Sell
68,223
-2,504
-4% -$241K 0.03% 481
2024
Q1 		$7.02M Sell
70,727
-1,762
-2% -$163K 0.03% 468
2023
Q4 		$6.49M Sell
72,489
-1,550
-2% -$129K 0.03% 482
2023
Q3 		$5.95M Buy
74,039
+1,264
+2% +$108K 0.03% 503
2023
Q2 		$6.48M Hold
72,775
– – 0.03% 528
2023
Q1 		$6.14M Sell
72,775
-9,098
-11% -$753K 0.03% 575
2022
Q4 		$6.41M Sell
81,873
-14,476
-15% -$1.07M 0.03% 597
2022
Q3 		$6.15M Hold
96,349
– – 0.03% 619
2022
Q2 		$6.81M Buy
96,349
+2,594
+3% +$191K 0.03% 614
2022
Q1 		$7.21M Buy
93,755
+12,497
+15% +$999K 0.03% 607
2021
Q4 		$7.08M Buy
81,258
+3,146
+4% +$263K 0.03% 610
2021
Q3 		$6.43M Buy
78,112
+6,893
+10% +$606K 0.03% 539
2021
Q2 		$5.82M Buy
71,219
+16,199
+29% +$1.25M 0.03% 526
2021
Q1 		$3.77M Buy
55,020
+1,701
+3% +$111K 0.02% 604
2020
Q4 		$3.6M Sell
53,319
-2,309
-4% -$150K 0.02% 548
2020
Q3 		$3.47M Sell
55,628
-4,883
-8% -$299K 0.02% 512
2020
Q2 		$3.44M Buy
+60,511
New +$3.14M 0.02% 514

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

Calamos Advisors's OTIS Position: Q2 2026 in Review

Calamos Advisors reduced its Otis Worldwide (OTIS) stake by 5.8% in Q2 2026, selling an estimated $295K and leaving 63,592 shares worth $4.55M. The position accounts for 0.02% of the portfolio, ranked #559.

Calamos Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.21M in Q1 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Calamos Advisors held 63,592 shares of Otis Worldwide worth $4.55M as of Q2 2026.
  • Calamos Advisors sold 3,943 Otis Worldwide shares in Q2 2026, an estimated $295K.
  • Otis Worldwide made up 0.02% of Calamos Advisors's portfolio in Q2 2026, its #559 holding.
  • Calamos Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Calamos Advisors's Otis Worldwide position peaked at $7.21M in Q1 2022.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.