Great Lakes Advisors’s Otis Worldwide OTIS Stock Holding History

Great Lakes Advisors’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	$54.4M	Buy	759,953 +139,946	+23%	+$10.5M	0.41%	70
2026 Q1	$47.8M	Buy	620,007 +86,396	+16%	+$7.56M	0.4%	73
2025 Q4	$46.6M	Buy	533,611 +180,433	+51%	+$16.1M	0.38%	69
2025 Q3	$32.3M	Buy	353,178 +350,285	+12,108%	+$31.8M	0.27%	96
2025 Q2	$286K	Buy	2,893 +165	+6%	+$15.9K	﹤0.01%	710
2025 Q1	$282K	Buy	2,728 +380	+16%	+$37.1K	﹤0.01%	700
2024 Q4	$217K	Sell	2,348 -104	-4%	-$10.4K	﹤0.01%	775
2024 Q3	$255K	Buy	+2,452	New	+$234K	﹤0.01%	769
2024 Q2	–	Sell	-2,461	Closed	-$244K	–	880
2024 Q1	$244K	Sell	2,461 -27	-1%	-$2.5K	﹤0.01%	735
2023 Q4	$223K	Sell	2,488 -186	-7%	-$15.5K	﹤0.01%	726
2023 Q3	$215K	Buy	2,674 +16	+0.6%	+$1.37K	﹤0.01%	714
2023 Q2	$237K	Buy	+2,658	New	+$224K	﹤0.01%	691

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Great Lakes Advisors's OTIS Position: Q2 2026 in Review

Great Lakes Advisors increased its Otis Worldwide (OTIS) stake by 23% in Q2 2026, buying an estimated $10.5M and bringing the position to 759,953 shares worth $54.4M. The position accounts for 0.41% of the portfolio, ranked #70.

Great Lakes Advisors first reported a position in OTIS in Q2 2023 and has held it in 12 quarters since. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Great Lakes Advisors held 759,953 shares of Otis Worldwide worth $54.4M as of Q2 2026.
Great Lakes Advisors bought 139,946 Otis Worldwide shares in Q2 2026, an estimated $10.5M.
Otis Worldwide made up 0.41% of Great Lakes Advisors's portfolio in Q2 2026, its #70 holding.
Great Lakes Advisors first reported a position in Otis Worldwide in Q2 2023 and has held it in 12 quarters since.
1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.