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Choreo LLC’s Otis Worldwide OTIS Stock Holding History

Choreo LLC’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 		$1.91M Buy
26,685
+11,017
+70% +$823K 0.02% 422
2026
Q1 		$1.21M Buy
15,668
+618
+4% +$54.1K 0.01% 548
2025
Q4 		$1.32M Sell
15,050
-431
-3% -$38.6K 0.02% 495
2025
Q3 		$1.42M Sell
15,481
-2,898
-16% -$263K 0.02% 471
2025
Q2 		$1.82M Sell
18,379
-132
-0.7% -$12.7K 0.03% 394
2025
Q1 		$1.91M Buy
18,511
+884
+5% +$86.4K 0.03% 344
2024
Q4 		$1.63M Sell
17,627
-1,071
-6% -$107K 0.02% 416
2024
Q3 		$1.94M Buy
18,698
+750
+4% +$71.5K 0.03% 359
2024
Q2 		$1.7M Buy
17,948
+11,767
+190% +$1.13M 0.03% 363
2024
Q1 		$614K Buy
6,181
+63
+1% +$5.82K 0.02% 387
2023
Q4 		$547K Buy
6,118
+286
+5% +$23.8K 0.01% 383
2023
Q3 		$468K Sell
5,832
-21
-0.4% -$1.8K 0.02% 299
2023
Q2 		$521K Sell
5,853
-65
-1% -$5.48K 0.02% 282
2023
Q1 		$500K Buy
+5,918
New +$490K 0.02% 296
2021
Q3 		– Sell
-2,727
Closed -$223K – 230
2021
Q2 		$223K Buy
+2,727
New +$210K 0.01% 201
2020
Q3 		– Sell
-11,026
Closed -$627K – 192
2020
Q2 		$627K Buy
+11,026
New +$571K 0.06% 100

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

Choreo LLC's OTIS Position: Q2 2026 in Review

Choreo LLC increased its Otis Worldwide (OTIS) stake by 70% in Q2 2026, buying an estimated $823K and bringing the position to 26,685 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #422.

Choreo LLC first reported a position in OTIS in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.94M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Choreo LLC held 26,685 shares of Otis Worldwide worth $1.91M as of Q2 2026.
  • Choreo LLC bought 11,017 Otis Worldwide shares in Q2 2026, an estimated $823K.
  • Otis Worldwide made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #422 holding.
  • Choreo LLC first reported a position in Otis Worldwide in Q2 2020 and has held it in 16 quarters since.
  • Choreo LLC's Otis Worldwide position peaked at $1.94M in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.