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Gabelli Funds’s Otis Worldwide OTIS Stock Holding History

Gabelli Funds’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 		$286K Sell
4,000
-1,400
-26% -$105K ﹤0.01% 1133
2026
Q1 		$416K Buy
5,400
+200
+4% +$17.5K ﹤0.01% 1065
2025
Q4 		$454K Buy
5,200
+285
+6% +$25.5K ﹤0.01% 1043
2025
Q3 		$449K Buy
4,915
+415
+9% +$37.7K ﹤0.01% 1062
2025
Q2 		$446K Hold
4,500
– – ﹤0.01% 1034
2025
Q1 		$464K Hold
4,500
– – ﹤0.01% 910
2024
Q4 		$417K Hold
4,500
– – ﹤0.01% 925
2024
Q3 		$468K Hold
4,500
– – ﹤0.01% 906
2024
Q2 		$433K Sell
4,500
-700
-13% -$67.5K ﹤0.01% 908
2024
Q1 		$516K Sell
5,200
-800
-13% -$73.9K ﹤0.01% 891
2023
Q4 		$537K Sell
6,000
-3,200
-35% -$266K ﹤0.01% 885
2023
Q3 		$739K Sell
9,200
-3,600
-28% -$308K 0.01% 848
2023
Q2 		$1.14M Sell
12,800
-2,150
-14% -$181K 0.01% 770
2023
Q1 		$1.26M Sell
14,950
-1,600
-10% -$132K 0.01% 753
2022
Q4 		$1.3M Sell
16,550
-450
-3% -$33.2K 0.01% 752
2022
Q3 		$1.08M Sell
17,000
-500
-3% -$36.6K 0.01% 805
2022
Q2 		$1.24M Hold
17,500
– – 0.01% 791
2022
Q1 		$1.35M Sell
17,500
-2,000
-10% -$160K 0.01% 813
2021
Q4 		$1.7M Sell
19,500
-1,500
-7% -$126K 0.01% 766
2021
Q3 		$1.73M Sell
21,000
-8,500
-29% -$747K 0.01% 766
2021
Q2 		$2.41M Buy
29,500
+1,500
+5% +$115K 0.02% 711
2021
Q1 		$1.92M Hold
28,000
– – 0.01% 751
2020
Q4 		$1.89M Sell
28,000
-500
-2% -$32.4K 0.01% 734
2020
Q3 		$1.78M Sell
28,500
-3,500
-11% -$214K 0.01% 710
2020
Q2 		$1.82M Buy
+32,000
New +$1.66M 0.01% 680

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

Gabelli Funds's OTIS Position: Q2 2026 in Review

Gabelli Funds reduced its Otis Worldwide (OTIS) stake by 26% in Q2 2026, selling an estimated $105K and leaving 4,000 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Gabelli Funds first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.41M in Q2 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Gabelli Funds held 4,000 shares of Otis Worldwide worth $286K as of Q2 2026.
  • Gabelli Funds sold 1,400 Otis Worldwide shares in Q2 2026, an estimated $105K.
  • Otis Worldwide made up ﹤0.01% of Gabelli Funds's portfolio in Q2 2026, its #1133 holding.
  • Gabelli Funds first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Gabelli Funds's Otis Worldwide position peaked at $2.41M in Q2 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Gabelli Funds's 13F filing for Q2 2026, filed 12 Aug 2026.