Goldman Sachs
OTIS icon

Goldman Sachs’s Otis Worldwide OTIS Stock Holding History

Goldman Sachs’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 		$227M Buy
3,165,336
+213,733
+7% +$16M 0.02% 726
2026
Q1 		$228M Buy
2,951,603
+664,397
+29% +$58.1M 0.03% 624
2025
Q4 		$200M Buy
2,287,206
+358,387
+19% +$32.1M 0.02% 637
2025
Q3 		$176M Sell
1,928,819
-321,325
-14% -$29.2M 0.02% 666
2025
Q2 		$223M Buy
2,250,144
+332,021
+17% +$32.1M 0.03% 530
2025
Q1 		$198M Buy
1,918,123
+168,692
+10% +$16.5M 0.03% 514
2024
Q4 		$162M Sell
1,749,431
-262,587
-13% -$26.3M 0.03% 580
2024
Q3 		$209M Sell
2,012,018
-227,858
-10% -$21.7M 0.03% 506
2024
Q2 		$216M Sell
2,239,876
-328,460
-13% -$31.7M 0.04% 486
2024
Q1 		$255M Buy
2,568,336
+341,405
+15% +$31.6M 0.05% 423
2023
Q4 		$199M Buy
2,226,931
+227,116
+11% +$18.9M 0.04% 482
2023
Q3 		$161M Buy
1,999,815
+87,428
+5% +$7.48M 0.03% 532
2023
Q2 		$170M Sell
1,912,387
-1,038,163
-35% -$87.5M 0.04% 492
2023
Q1 		$249M Buy
2,950,550
+963,554
+48% +$79.7M 0.06% 349
2022
Q4 		$156M Sell
1,986,996
-1,095,330
-36% -$80.9M 0.04% 512
2022
Q3 		$197M Sell
3,082,326
-654,867
-18% -$47.9M 0.05% 394
2022
Q2 		$264M Buy
3,737,193
+283,458
+8% +$20.9M 0.07% 299
2022
Q1 		$266M Buy
3,453,735
+1,384,353
+67% +$111M 0.06% 341
2021
Q4 		$180M Sell
2,069,382
-359,549
-15% -$30.1M 0.04% 501
2021
Q3 		$200M Sell
2,428,931
-670,561
-22% -$59M 0.04% 421
2021
Q2 		$253M Buy
3,099,492
+2,200,922
+245% +$169M 0.06% 325
2021
Q1 		$61.5M Sell
898,570
-633,677
-41% -$41.4M 0.02% 998
2020
Q4 		$104M Buy
1,532,247
+285,631
+23% +$18.5M 0.03% 602
2020
Q3 		$77.8M Buy
1,246,616
+168,400
+16% +$10.3M 0.02% 711
2020
Q2 		$61.3M Buy
+1,078,216
New +$55.9M 0.02% 812

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

Goldman Sachs's OTIS Position: Q2 2026 in Review

Goldman Sachs increased its Otis Worldwide (OTIS) stake by 7.2% in Q2 2026, buying an estimated $16M and bringing the position to 3,165,336 shares worth $227M. The position accounts for 0.02% of the portfolio, ranked #726.

Goldman Sachs first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $266M in Q1 2022. 1,226 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Goldman Sachs held 3,165,336 shares of Otis Worldwide worth $227M as of Q2 2026.
  • Goldman Sachs bought 213,733 Otis Worldwide shares in Q2 2026, an estimated $16M.
  • Otis Worldwide made up 0.02% of Goldman Sachs's portfolio in Q2 2026, its #726 holding.
  • Goldman Sachs first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Goldman Sachs's Otis Worldwide position peaked at $266M in Q1 2022.
  • 1,226 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.