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GAMCO Investors’s Otis Worldwide OTIS Stock Holding History

GAMCO Investors’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 		– Sell
-2,900
Closed -$224K – 1008
2026
Q1 		$224K Sell
2,900
-800
-22% -$70K ﹤0.01% 944
2025
Q4 		$323K Hold
3,700
– – ﹤0.01% 907
2025
Q3 		$338K Hold
3,700
– – ﹤0.01% 892
2025
Q2 		$366K Hold
3,700
– – ﹤0.01% 894
2025
Q1 		$382K Sell
3,700
-20
-0.5% -$1.95K ﹤0.01% 714
2024
Q4 		$345K Hold
3,720
– – ﹤0.01% 752
2024
Q3 		$387K Hold
3,720
– – ﹤0.01% 732
2024
Q2 		$358K Sell
3,720
-26
-0.7% -$2.51K ﹤0.01% 739
2024
Q1 		$372K Sell
3,746
-100
-3% -$9.24K ﹤0.01% 730
2023
Q4 		$344K Sell
3,846
-1,500
-28% -$125K ﹤0.01% 734
2023
Q3 		$429K Sell
5,346
-1,450
-21% -$124K 0.01% 697
2023
Q2 		$605K Sell
6,796
-8
-0.1% -$674 0.01% 656
2023
Q1 		$574K Sell
6,804
-1,700
-20% -$141K 0.01% 676
2022
Q4 		$666K Sell
8,504
-1,330
-14% -$98.2K 0.01% 659
2022
Q3 		$627K Hold
9,834
– – 0.01% 649
2022
Q2 		$695K Sell
9,834
-4,750
-33% -$350K 0.01% 644
2022
Q1 		$1.12M Sell
14,584
-2,866
-16% -$229K 0.01% 595
2021
Q4 		$1.52M Sell
17,450
-4,160
-19% -$348K 0.01% 551
2021
Q3 		$1.78M Sell
21,610
-679
-3% -$59.7K 0.02% 528
2021
Q2 		$1.82M Sell
22,289
-3,505
-14% -$270K 0.02% 539
2021
Q1 		$1.77M Sell
25,794
-3,050
-11% -$199K 0.02% 534
2020
Q4 		$1.95M Buy
28,844
+413
+1% +$26.8K 0.02% 489
2020
Q3 		$1.77M Sell
28,431
-8,068
-22% -$493K 0.02% 481
2020
Q2 		$2.08M Buy
+36,499
New +$1.89M 0.02% 453

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

GAMCO Investors's OTIS Position: Q2 2026 in Review

GAMCO Investors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,900 shares — an estimated $224K sold.

GAMCO Investors first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $2.08M in Q2 2020. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • GAMCO Investors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • GAMCO Investors sold 2,900 Otis Worldwide shares in Q2 2026, an estimated $224K.
  • GAMCO Investors first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
  • GAMCO Investors's Otis Worldwide position peaked at $2.08M in Q2 2020.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on GAMCO Investors's 13F filing for Q2 2026, filed 12 Aug 2026.