Fisher Asset Management
OTIS icon

Fisher Asset Management’s Otis Worldwide OTIS Stock Holding History

Fisher 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 		$42M Sell
587,018
-32,464
-5% -$2.42M 0.01% 253
2026
Q1 		$47.7M Sell
619,482
-4,521
-0.7% -$396K 0.02% 241
2025
Q4 		$54.5M Sell
624,003
-24,864
-4% -$2.22M 0.02% 228
2025
Q3 		$59.3M Sell
648,867
-37,831
-6% -$3.43M 0.02% 212
2025
Q2 		$68M Sell
686,698
-31,408
-4% -$3.03M 0.03% 188
2025
Q1 		$74.1M Sell
718,106
-168,737
-19% -$16.5M 0.03% 180
2024
Q4 		$82.1M Sell
886,843
-36,395
-4% -$3.65M 0.03% 179
2024
Q3 		$96M Sell
923,238
-176,261
-16% -$16.8M 0.04% 162
2024
Q2 		$106M Buy
1,099,499
+25,009
+2% +$2.41M 0.05% 160
2024
Q1 		$107M Sell
1,074,490
-21,617
-2% -$2M 0.05% 165
2023
Q4 		$98.1M Sell
1,096,107
-6,727
-0.6% -$559K 0.05% 167
2023
Q3 		$88.6M Sell
1,102,834
-63,519
-5% -$5.43M 0.05% 197
2023
Q2 		$104M Buy
1,166,353
+13,205
+1% +$1.11M 0.06% 198
2023
Q1 		$97.3M Buy
1,153,148
+50,804
+5% +$4.2M 0.06% 196
2022
Q4 		$86.3M Buy
1,102,344
+99,323
+10% +$7.33M 0.06% 191
2022
Q3 		$64M Sell
1,003,021
-33,824
-3% -$2.47M 0.05% 214
2022
Q2 		$73.3M Sell
1,036,845
-40,283
-4% -$2.97M 0.05% 181
2022
Q1 		$82.9M Sell
1,077,128
-44,611
-4% -$3.57M 0.05% 190
2021
Q4 		$97.7M Sell
1,121,739
-82,573
-7% -$6.91M 0.05% 186
2021
Q3 		$99.1M Sell
1,204,312
-75,638
-6% -$6.65M 0.06% 173
2021
Q2 		$105M Sell
1,279,950
-72,956
-5% -$5.61M 0.07% 165
2021
Q1 		$92.6M Sell
1,352,906
-136,593
-9% -$8.93M 0.07% 170
2020
Q4 		$101M Sell
1,489,499
-142,117
-9% -$9.22M 0.08% 160
2020
Q3 		$102M Sell
1,631,616
-511,197
-24% -$31.3M 0.09% 145
2020
Q2 		$122M Buy
+2,142,813
New +$111M 0.12% 122

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

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

Fisher Asset Management reduced its Otis Worldwide (OTIS) stake by 5.2% in Q2 2026, selling an estimated $2.42M and leaving 587,018 shares worth $42M. The position accounts for 0.01% of the portfolio, ranked #253.

Fisher Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $122M in Q2 2020. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fisher Asset Management held 587,018 shares of Otis Worldwide worth $42M as of Q2 2026.
  • Fisher Asset Management sold 32,464 Otis Worldwide shares in Q2 2026, an estimated $2.42M.
  • Otis Worldwide made up 0.01% of Fisher Asset Management's portfolio in Q2 2026, its #253 holding.
  • Fisher Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Fisher Asset Management's Otis Worldwide position peaked at $122M in Q2 2020.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.