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Caxton Associates (UK)’s Otis Worldwide OTIS Stock Holding History

Caxton Associates (UK)’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 		$3.64M Sell
50,900
-1,913
-4% -$143K 0.07% 124
2026
Q1 		$4.07M Buy
52,813
+7,754
+17% +$678K 0.09% 85
2025
Q4 		$3.94M Buy
45,059
+42,382
+1,583% +$3.79M 0.08% 91
2025
Q3 		$245K Sell
2,677
-2,097
-44% -$190K 0.01% 586
2025
Q2 		$473K Sell
4,774
-9,942
-68% -$960K 0.01% 441
2025
Q1 		$1.52M Buy
+14,716
New +$1.44M 0.05% 225

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 $3.37T AUM 44.26% 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

Caxton Associates (UK)'s OTIS Position: Q2 2026 in Review

Caxton Associates (UK) reduced its Otis Worldwide (OTIS) stake by 3.6% in Q2 2026, selling an estimated $143K and leaving 50,900 shares worth $3.64M. The position accounts for 0.07% of the portfolio, ranked #124.

Caxton Associates (UK) first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.07M in Q1 2026. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Caxton Associates (UK) held 50,900 shares of Otis Worldwide worth $3.64M as of Q2 2026.
  • Caxton Associates (UK) sold 1,913 Otis Worldwide shares in Q2 2026, an estimated $143K.
  • Otis Worldwide made up 0.07% of Caxton Associates (UK)'s portfolio in Q2 2026, its #124 holding.
  • Caxton Associates (UK) first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Caxton Associates (UK)'s Otis Worldwide position peaked at $4.07M in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Caxton Associates (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.