Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Otis Worldwide OTIS Stock Holding History

Cambridge Investment Research 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 		$2.38M Buy
33,265
+2,536
+8% +$189K 0.01% 1547
2026
Q1 		$2.37M Sell
30,729
-49
-0.2% -$4.29K 0.01% 1474
2025
Q4 		$2.69M Buy
30,778
+1,645
+6% +$147K 0.01% 1300
2025
Q3 		$2.66M Sell
29,133
-507
-2% -$46K 0.01% 1288
2025
Q2 		$2.94M Sell
29,640
-2,033
-6% -$196K 0.01% 1163
2025
Q1 		$3.27M Buy
31,673
+371
+1% +$36.2K 0.01% 1043
2024
Q4 		$2.9M Buy
31,302
+204
+0.7% +$20.5K 0.01% 1113
2024
Q3 		$3.23M Sell
31,098
-585
-2% -$55.7K 0.01% 1036
2024
Q2 		$3.05M Sell
31,683
-365
-1% -$35.2K 0.01% 1020
2024
Q1 		$3.18M Buy
32,048
+110
+0.3% +$10.2K 0.01% 999
2023
Q4 		$2.86M Sell
31,938
-795
-2% -$66.1K 0.01% 996
2023
Q3 		$2.63M Sell
32,733
-218
-0.7% -$18.6K 0.01% 974
2023
Q2 		$2.93M Buy
32,951
+747
+2% +$62.9K 0.01% 939
2023
Q1 		$2.72M Sell
32,204
-974
-3% -$80.6K 0.01% 961
2022
Q4 		$2.6M Buy
33,178
+4,268
+15% +$315K 0.01% 939
2022
Q3 		$1.84M Buy
28,910
+344
+1% +$25.2K 0.01% 1087
2022
Q2 		$2.02M Sell
28,566
-2,558
-8% -$188K 0.01% 1037
2022
Q1 		$2.4M Sell
31,124
-1,019
-3% -$81.4K 0.01% 1030
2021
Q4 		$2.8M Sell
32,143
-1,306
-4% -$109K 0.01% 959
2021
Q3 		$2.75M Buy
33,449
+572
+2% +$50.3K 0.01% 914
2021
Q2 		$2.69M Buy
32,877
+1,125
+4% +$86.6K 0.01% 957
2021
Q1 		$2.17M Buy
31,752
+2,354
+8% +$154K 0.01% 965
2020
Q4 		$1.99M Sell
29,398
-1,395
-5% -$90.5K 0.01% 926
2020
Q3 		$1.92M Sell
30,793
-3,826
-11% -$234K 0.01% 828
2020
Q2 		$1.97M Buy
+34,619
New +$1.79M 0.01% 783

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

Cambridge Investment Research Advisors's OTIS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Otis Worldwide (OTIS) stake by 8.3% in Q2 2026, buying an estimated $189K and bringing the position to 33,265 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #1547.

Cambridge Investment Research Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.27M in Q1 2025. 1,233 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cambridge Investment Research Advisors held 33,265 shares of Otis Worldwide worth $2.38M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,536 Otis Worldwide shares in Q2 2026, an estimated $189K.
  • Otis Worldwide made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1547 holding.
  • Cambridge Investment Research Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Cambridge Investment Research Advisors's Otis Worldwide position peaked at $3.27M in Q1 2025.
  • 1,233 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.