Fidelity Investments
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Fidelity Investments’s Otis Worldwide OTIS Stock Holding History

Fidelity Investments’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 		$724M Buy
10,109,592
+2,130,460
+27% +$159M 0.03% 425
2026
Q1 		$615M Buy
7,979,132
+5,294,456
+197% +$463M 0.03% 439
2025
Q4 		$235M Buy
2,684,676
+638,714
+31% +$57.1M 0.01% 801
2025
Q3 		$187M Sell
2,045,962
-718,973
-26% -$65.3M 0.01% 874
2025
Q2 		$274M Sell
2,764,935
-836,466
-23% -$80.7M 0.02% 699
2025
Q1 		$372M Sell
3,601,401
-21,150
-0.6% -$2.07M 0.02% 568
2024
Q4 		$335M Buy
3,622,551
+86,443
+2% +$8.67M 0.02% 615
2024
Q3 		$368M Buy
3,536,108
+101,278
+3% +$9.65M 0.02% 591
2024
Q2 		$331M Buy
3,434,830
+397,958
+13% +$38.4M 0.02% 602
2024
Q1 		$301M Buy
3,036,872
+162,186
+6% +$15M 0.02% 623
2023
Q4 		$257M Sell
2,874,686
-837,165
-23% -$69.6M 0.02% 653
2023
Q3 		$298M Sell
3,711,851
-99,609
-3% -$8.52M 0.03% 557
2023
Q2 		$339M Sell
3,811,460
-1,709
-0% -$144K 0.03% 530
2023
Q1 		$322M Sell
3,813,169
-165,018
-4% -$13.7M 0.03% 542
2022
Q4 		$312M Sell
3,978,187
-194,386
-5% -$14.4M 0.03% 548
2022
Q3 		$266M Sell
4,172,573
-213,980
-5% -$15.7M 0.03% 572
2022
Q2 		$310M Sell
4,386,553
-1,646,333
-27% -$121M 0.03% 538
2022
Q1 		$464M Sell
6,032,886
-9,146,725
-60% -$731M 0.04% 466
2021
Q4 		$1.32B Buy
15,179,611
+449,187
+3% +$37.6M 0.1% 183
2021
Q3 		$1.21B Buy
14,730,424
+2,749,257
+23% +$242M 0.1% 174
2021
Q2 		$980M Buy
11,981,167
+3,640,221
+44% +$280M 0.08% 235
2021
Q1 		$571M Buy
8,340,946
+876,844
+12% +$57.3M 0.05% 383
2020
Q4 		$504M Buy
7,464,102
+1,000,703
+15% +$64.9M 0.04% 404
2020
Q3 		$403M Buy
6,463,399
+55,885
+0.9% +$3.42M 0.04% 386
2020
Q2 		$364M Buy
+6,407,514
New +$332M 0.04% 402

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments's OTIS Position: Q2 2026 in Review

Fidelity Investments increased its Otis Worldwide (OTIS) stake by 27% in Q2 2026, buying an estimated $159M and bringing the position to 10,109,592 shares worth $724M. The position accounts for 0.03% of the portfolio, ranked #425.

Fidelity Investments first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.32B in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fidelity Investments held 10,109,592 shares of Otis Worldwide worth $724M as of Q2 2026.
  • Fidelity Investments bought 2,130,460 Otis Worldwide shares in Q2 2026, an estimated $159M.
  • Otis Worldwide made up 0.03% of Fidelity Investments's portfolio in Q2 2026, its #425 holding.
  • Fidelity Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Fidelity Investments's Otis Worldwide position peaked at $1.32B in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.