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Empirical Finance’s Otis Worldwide OTIS Stock Holding History

Empirical Finance’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 		$1.03M Buy
14,399
+453
+3% +$33.8K 0.04% 301
2026
Q1 		$1.07M Sell
13,946
-30
-0.2% -$2.63K 0.05% 282
2025
Q4 		$1.22M Sell
13,976
-620
-4% -$55.5K 0.06% 257
2025
Q3 		$1.33M Buy
14,596
+134
+0.9% +$12.2K 0.06% 254
2025
Q2 		$1.43M Buy
14,462
+89
+0.6% +$8.59K 0.08% 235
2025
Q1 		$1.48M Buy
14,373
+333
+2% +$32.5K 0.09% 210
2024
Q4 		$1.3M Sell
14,040
-176
-1% -$17.6K 0.08% 218
2024
Q3 		$1.48M Buy
14,216
+276
+2% +$26.3K 0.09% 202
2024
Q2 		$1.34M Sell
13,940
-1,089
-7% -$105K 0.08% 198
2024
Q1 		$1.49M Buy
15,029
+495
+3% +$45.8K 0.09% 205
2023
Q4 		$1.3M Buy
14,534
+106
+0.7% +$8.81K 0.09% 207
2023
Q3 		$1.16M Buy
14,428
+1,435
+11% +$123K 0.09% 212
2023
Q2 		$1.16M Buy
12,993
+1,452
+13% +$122K 0.09% 208
2023
Q1 		$974K Buy
11,541
+583
+5% +$48.2K 0.09% 215
2022
Q4 		$858K Buy
10,958
+872
+9% +$64.4K 0.09% 229
2022
Q3 		$643K Buy
10,086
+1,704
+20% +$125K 0.08% 255
2022
Q2 		$592K Buy
8,382
+464
+6% +$34.2K 0.08% 243
2022
Q1 		$609K Buy
7,918
+901
+13% +$72K 0.07% 264
2021
Q4 		$611K Buy
7,017
+1,980
+39% +$166K 0.07% 253
2021
Q3 		$414K Buy
5,037
+303
+6% +$26.6K 0.06% 291
2021
Q2 		$387K Buy
4,734
+720
+18% +$55.4K 0.06% 287
2021
Q1 		$271K Hold
4,014
– – 0.05% 285
2020
Q4 		$271K Buy
4,014
+726
+22% +$47.1K 0.05% 285
2020
Q3 		$205K Buy
+3,288
New +$201K 0.04% 281

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

Empirical Finance's OTIS Position: Q2 2026 in Review

Empirical Finance increased its Otis Worldwide (OTIS) stake by 3.2% in Q2 2026, buying an estimated $33.8K and bringing the position to 14,399 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #301.

Empirical Finance first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.49M in Q1 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Empirical Finance held 14,399 shares of Otis Worldwide worth $1.03M as of Q2 2026.
  • Empirical Finance bought 453 Otis Worldwide shares in Q2 2026, an estimated $33.8K.
  • Otis Worldwide made up 0.04% of Empirical Finance's portfolio in Q2 2026, its #301 holding.
  • Empirical Finance first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Empirical Finance's Otis Worldwide position peaked at $1.49M in Q1 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.