EI
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Ethic Inc’s Otis Worldwide OTIS Stock Holding History

Ethic Inc’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 		$3.04M Sell
42,463
-3,602
-8% -$269K 0.04% 399
2026
Q1 		$3.55M Buy
46,065
+2,828
+7% +$247K 0.06% 334
2025
Q4 		$3.78M Sell
43,237
-3,812
-8% -$341K 0.06% 320
2025
Q3 		$4.3M Sell
47,049
-4,808
-9% -$436K 0.07% 277
2025
Q2 		$5.06M Sell
51,857
-16,545
-24% -$1.6M 0.09% 234
2025
Q1 		$7.12M Sell
68,402
-5,459
-7% -$533K 0.14% 158
2024
Q4 		$6.84M Buy
73,861
+2,622
+4% +$263K 0.14% 155
2024
Q3 		$7.07M Sell
71,239
-9,164
-11% -$873K 0.18% 121
2024
Q2 		$7.74M Buy
80,403
+9,164
+13% +$883K 0.18% 114
2024
Q1 		$7.07M Buy
71,239
+4,668
+7% +$431K 0.18% 121
2023
Q4 		$5.96M Sell
66,571
-2,391
-3% -$199K 0.18% 132
2023
Q3 		$5.54M Buy
68,962
+13,624
+25% +$1.17M 0.19% 115
2023
Q2 		$4.93M Buy
55,338
+3,321
+6% +$280K 0.18% 128
2023
Q1 		$4.39M Buy
52,017
+15,492
+42% +$1.28M 0.18% 138
2022
Q4 		$2.86M Sell
36,525
-2,097
-5% -$155K 0.15% 174
2022
Q3 		$2.46M Buy
38,622
+415
+1% +$30.4K 0.17% 153
2022
Q2 		$2.7M Buy
38,207
+8,598
+29% +$633K 0.19% 132
2022
Q1 		$2.28M Buy
29,609
+9,402
+47% +$751K 0.16% 164
2021
Q4 		$1.76M Buy
20,207
+4,602
+29% +$385K 0.14% 183
2021
Q3 		$1.28M Buy
15,605
+2,744
+21% +$241K 0.13% 189
2021
Q2 		$1.05M Buy
12,861
+5,672
+79% +$437K 0.13% 201
2021
Q1 		$492K Buy
7,189
+2,798
+64% +$183K 0.09% 283
2020
Q4 		$297K Buy
4,391
+609
+16% +$39.5K 0.08% 303
2020
Q3 		$236K Buy
+3,782
New +$231K 0.09% 274

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

Ethic Inc's OTIS Position: Q2 2026 in Review

Ethic Inc reduced its Otis Worldwide (OTIS) stake by 7.8% in Q2 2026, selling an estimated $269K and leaving 42,463 shares worth $3.04M. The position accounts for 0.04% of the portfolio, ranked #399.

Ethic Inc first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.74M in Q2 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ethic Inc held 42,463 shares of Otis Worldwide worth $3.04M as of Q2 2026.
  • Ethic Inc sold 3,602 Otis Worldwide shares in Q2 2026, an estimated $269K.
  • Otis Worldwide made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #399 holding.
  • Ethic Inc first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Ethic Inc's Otis Worldwide position peaked at $7.74M in Q2 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.