Ensign Peak Advisors
OTIS icon

Ensign Peak Advisors’s Otis Worldwide OTIS Stock Holding History

Ensign Peak 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 		$18.9M Buy
263,835
+135,062
+105% +$10.1M 0.03% 338
2026
Q1 		$9.93M Buy
128,773
+28,651
+29% +$2.51M 0.02% 409
2025
Q4 		$8.75M Sell
100,122
-8,753
-8% -$783K 0.02% 430
2025
Q3 		$9.95M Buy
108,875
+14,229
+15% +$1.29M 0.02% 458
2025
Q2 		$9.37M Sell
94,646
-60,436
-39% -$5.83M 0.02% 489
2025
Q1 		$16M Sell
155,082
-17,889
-10% -$1.75M 0.03% 348
2024
Q4 		$16M Sell
172,971
-48,736
-22% -$4.89M 0.03% 357
2024
Q3 		$23M Sell
221,707
-21,305
-9% -$2.03M 0.04% 299
2024
Q2 		$23.4M Sell
243,012
-1,590
-0.7% -$153K 0.04% 289
2024
Q1 		$24.3M Sell
244,602
-282,494
-54% -$26.1M 0.04% 288
2023
Q4 		$47.2M Buy
527,096
+34,606
+7% +$2.88M 0.09% 194
2023
Q3 		$39.6M Sell
492,490
-18,748
-4% -$1.6M 0.08% 191
2023
Q2 		$45.5M Buy
511,238
+91,630
+22% +$7.72M 0.09% 182
2023
Q1 		$35.4M Buy
419,608
+316,449
+307% +$26.2M 0.08% 212
2022
Q4 		$8.08M Sell
103,159
-38,858
-27% -$2.87M 0.02% 461
2022
Q3 		$9.06M Buy
142,017
+19,360
+16% +$1.42M 0.02% 388
2022
Q2 		$8.67M Sell
122,657
-7,910
-6% -$583K 0.02% 404
2022
Q1 		$10M Sell
130,567
-39,975
-23% -$3.19M 0.02% 427
2021
Q4 		$14.8M Buy
170,542
+57,095
+50% +$4.78M 0.03% 377
2021
Q3 		$9.33M Sell
113,447
-63,113
-36% -$5.55M 0.02% 448
2021
Q2 		$14.4M Sell
176,560
-64,433
-27% -$4.96M 0.03% 367
2021
Q1 		$16.5M Buy
240,993
+15,607
+7% +$1.02M 0.04% 341
2020
Q4 		$15.2M Buy
225,386
+22,333
+11% +$1.45M 0.03% 357
2020
Q3 		$12.7M Buy
203,053
+45,101
+29% +$2.76M 0.03% 395
2020
Q2 		$8.98M Buy
+157,952
New +$8.18M 0.02% 451

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

Ensign Peak Advisors's OTIS Position: Q2 2026 in Review

Ensign Peak Advisors increased its Otis Worldwide (OTIS) stake by 105% in Q2 2026, buying an estimated $10.1M and bringing the position to 263,835 shares worth $18.9M. The position accounts for 0.03% of the portfolio, ranked #338.

Ensign Peak Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $47.2M in Q4 2023. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ensign Peak Advisors held 263,835 shares of Otis Worldwide worth $18.9M as of Q2 2026.
  • Ensign Peak Advisors bought 135,062 Otis Worldwide shares in Q2 2026, an estimated $10.1M.
  • Otis Worldwide made up 0.03% of Ensign Peak Advisors's portfolio in Q2 2026, its #338 holding.
  • Ensign Peak Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Ensign Peak Advisors's Otis Worldwide position peaked at $47.2M in Q4 2023.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.