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Eventide Asset Management’s Otis Worldwide OTIS Stock Holding History

Eventide 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 		$443K Buy
6,078
+852
+16% +$63.6K 0.01% 245
2026
Q1 		$399K Buy
5,226
+690
+15% +$60.4K 0.01% 231
2025
Q4 		$399K Sell
4,536
-6,156
-58% -$551K 0.01% 249
2025
Q3 		$976K Buy
10,692
+891
+9% +$80.9K 0.02% 193
2025
Q2 		$958K Buy
9,801
+4,424
+82% +$427K 0.02% 190
2025
Q1 		$549K Buy
+5,377
New +$525K 0.01% 189
2024
Q4 		– Sell
-33,664
Closed -$3.5M – 218
2024
Q3 		$3.5M Buy
33,664
+3,187
+10% +$304K 0.06% 146
2024
Q2 		$2.93M Buy
30,477
+20,288
+199% +$1.96M 0.05% 142
2024
Q1 		$1.01M Buy
+10,189
New +$942K 0.02% 153

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

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

Eventide Asset Management increased its Otis Worldwide (OTIS) stake by 16% in Q2 2026, buying an estimated $63.6K and bringing the position to 6,078 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #245.

Eventide Asset Management first reported a position in OTIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.5M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Eventide Asset Management held 6,078 shares of Otis Worldwide worth $443K as of Q2 2026.
  • Eventide Asset Management bought 852 Otis Worldwide shares in Q2 2026, an estimated $63.6K.
  • Otis Worldwide made up 0.01% of Eventide Asset Management's portfolio in Q2 2026, its #245 holding.
  • Eventide Asset Management first reported a position in Otis Worldwide in Q1 2024 and has held it in 9 quarters since.
  • Eventide Asset Management's Otis Worldwide position peaked at $3.5M in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Eventide Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.