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Fortress Private Ledger’s Otis Worldwide OTIS Stock Holding History

Fortress Private Ledger’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 		$266K Sell
3,710
-1,710
-32% -$128K 0.07% 229
2026
Q1 		$418K Buy
5,420
+1,173
+28% +$103K 0.13% 150
2025
Q4 		$371K Buy
4,247
+1,045
+33% +$93.5K 0.12% 144
2025
Q3 		$293K Buy
3,202
+300
+10% +$27.2K 0.11% 159
2025
Q2 		$287K Buy
2,902
+889
+44% +$85.8K 0.13% 148
2025
Q1 		$208K Buy
+2,013
New +$197K 0.12% 160

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

Fortress Private Ledger's OTIS Position: Q2 2026 in Review

Fortress Private Ledger reduced its Otis Worldwide (OTIS) stake by 32% in Q2 2026, selling an estimated $128K and leaving 3,710 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #229.

Fortress Private Ledger first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $418K in Q1 2026. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fortress Private Ledger held 3,710 shares of Otis Worldwide worth $266K as of Q2 2026.
  • Fortress Private Ledger sold 1,710 Otis Worldwide shares in Q2 2026, an estimated $128K.
  • Otis Worldwide made up 0.07% of Fortress Private Ledger's portfolio in Q2 2026, its #229 holding.
  • Fortress Private Ledger first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Fortress Private Ledger's Otis Worldwide position peaked at $418K in Q1 2026.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.