Envestnet Asset Management
OTIS icon

Envestnet Asset Management’s Otis Worldwide OTIS Stock Holding History

Envestnet Asset Management’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 		$45.4M Buy
634,538
+170,600
+37% +$12.7M 0.01% 916
2026
Q1 		$35.8M Buy
463,938
+48,855
+12% +$4.27M 0.01% 977
2025
Q4 		$36.3M Sell
415,083
-31,055
-7% -$2.78M 0.01% 892
2025
Q3 		$40.8M Buy
446,138
+40,289
+10% +$3.66M 0.01% 858
2025
Q2 		$40.2M Sell
405,849
-75,316
-16% -$7.27M 0.01% 849
2025
Q1 		$49.7M Sell
481,165
-76,921
-14% -$7.51M 0.02% 717
2024
Q4 		$51.7M Buy
558,086
+12,310
+2% +$1.23M 0.02% 704
2024
Q3 		$56.7M Buy
545,776
+38,699
+8% +$3.69M 0.02% 659
2024
Q2 		$48.8M Buy
507,077
+1,045
+0.2% +$101K 0.02% 673
2024
Q1 		$50.2M Sell
506,032
-9,452
-2% -$874K 0.02% 666
2023
Q4 		$46.1M Buy
515,484
+31,664
+7% +$2.63M 0.02% 644
2023
Q3 		$38.9M Buy
483,820
+108,578
+29% +$9.29M 0.02% 659
2023
Q2 		$33.4M Buy
375,242
+44,696
+14% +$3.77M 0.01% 668
2023
Q1 		$27.9M Buy
330,546
+30,493
+10% +$2.52M 0.01% 729
2022
Q4 		$23.5M Buy
300,053
+23,692
+9% +$1.75M 0.01% 777
2022
Q3 		$17.6M Buy
276,361
+4,816
+2% +$352K 0.01% 840
2022
Q2 		$19.2M Buy
271,545
+14,685
+6% +$1.08M 0.01% 806
2022
Q1 		$19.8M Buy
256,860
+15,599
+6% +$1.25M 0.01% 855
2021
Q4 		$21M Buy
241,261
+36,636
+18% +$3.07M 0.01% 823
2021
Q3 		$16.8M Buy
204,625
+13,464
+7% +$1.18M 0.01% 874
2021
Q2 		$15.6M Buy
191,161
+5,848
+3% +$450K 0.01% 899
2021
Q1 		$12.7M Buy
185,313
+35,311
+24% +$2.31M 0.01% 916
2020
Q4 		$10.1M Sell
150,002
-14,721
-9% -$955K 0.01% 909
2020
Q3 		$10.3M Buy
164,723
+27,390
+20% +$1.68M 0.01% 805
2020
Q2 		$7.81M Buy
+137,333
New +$7.12M 0.01% 894

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

Envestnet Asset Management's OTIS Position: Q2 2026 in Review

Envestnet Asset Management increased its Otis Worldwide (OTIS) stake by 37% in Q2 2026, buying an estimated $12.7M and bringing the position to 634,538 shares worth $45.4M. The position accounts for 0.01% of the portfolio, ranked #916.

Envestnet Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $56.7M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Envestnet Asset Management held 634,538 shares of Otis Worldwide worth $45.4M as of Q2 2026.
  • Envestnet Asset Management bought 170,600 Otis Worldwide shares in Q2 2026, an estimated $12.7M.
  • Otis Worldwide made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #916 holding.
  • Envestnet Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Envestnet Asset Management's Otis Worldwide position peaked at $56.7M in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.