Clean Energy Transition’s Otis Worldwide OTIS Stock Holding History

Clean Energy Transition’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	$165M	Buy	2,305,007 +1,596,659	+225%	+$119M	11.49%	4
2026 Q1	$54.6M	Buy	708,348 +112,745	+19%	+$9.86M	3.55%	8
2025 Q4	$52M	Sell	595,603 -74,066	-11%	-$6.63M	4.34%	7
2025 Q3	$61.2M	Buy	669,669 +340,662	+104%	+$30.9M	4.5%	8
2025 Q2	$32.6M	Buy	+329,007	New	+$31.8M	2.61%	12
2024 Q1	–	Sell	-339,075	Closed	-$30.3M	–	17
2023 Q4	$30.3M	Buy	+339,075	New	+$28.2M	3.01%	10
2023 Q3	–	Sell	-181,733	Closed	-$16.2M	–	11
2023 Q2	$16.2M	Buy	+181,733	New	+$15.3M	2.21%	11
2022 Q4	–	Sell	-330,657	Closed	-$21.1M	–	15
2022 Q3	$21.1M	Sell	330,657 -173,857	-34%	-$12.7M	2.42%	10
2022 Q2	$35.7M	Buy	504,514 +39,750	+9%	+$2.93M	6.9%	7
2022 Q1	$35.8M	Buy	464,764 +169,465	+57%	+$13.5M	6.09%	8
2021 Q4	$25.7M	Buy	+295,299	New	+$24.7M	2.98%	11

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Clean Energy Transition's OTIS Position: Q2 2026 in Review

Clean Energy Transition increased its Otis Worldwide (OTIS) stake by 225% in Q2 2026, buying an estimated $119M and bringing the position to 2,305,007 shares worth $165M. The position accounts for 11.49% of the portfolio, ranked #4.

Clean Energy Transition first reported a position in OTIS in Q4 2021 and has held it in 11 quarters since. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Clean Energy Transition held 2,305,007 shares of Otis Worldwide worth $165M as of Q2 2026.
Clean Energy Transition bought 1,596,659 Otis Worldwide shares in Q2 2026, an estimated $119M.
Otis Worldwide made up 11.49% of Clean Energy Transition's portfolio in Q2 2026, its #4 holding.
Clean Energy Transition first reported a position in Otis Worldwide in Q4 2021 and has held it in 11 quarters since.
1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Clean Energy Transition's 13F filing for Q2 2026, filed 14 Aug 2026.