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GW&K Investment Management’s Otis Worldwide OTIS Stock Holding History

GW&K Investment Management’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 		$18K Buy
255
+9
+4% +$672 ﹤0.01% 816
2026
Q1 		$19K Sell
246
-34
-12% -$2.98K ﹤0.01% 786
2025
Q4 		$24K Buy
280
+19
+7% +$1.7K ﹤0.01% 709
2025
Q3 		$24K Buy
261
+1
+0.4% +$91 ﹤0.01% 701
2025
Q2 		$26K Buy
260
+26
+11% +$2.51K ﹤0.01% 647
2025
Q1 		$24K Buy
234
+32
+16% +$3.13K ﹤0.01% 616
2024
Q4 		$19K Buy
202
+4
+2% +$401 ﹤0.01% 631
2024
Q3 		$21K Buy
198
+23
+13% +$2.19K ﹤0.01% 599
2024
Q2 		$17K Buy
175
+12
+7% +$1.16K ﹤0.01% 600
2024
Q1 		$16K Sell
163
-1
-0.6% -$92 ﹤0.01% 574
2023
Q4 		$15K Buy
164
+7
+4% +$582 ﹤0.01% 576
2023
Q3 		$13K Buy
157
+3
+2% +$257 ﹤0.01% 558
2023
Q2 		$14K Buy
+154
New +$13K ﹤0.01% 529
2022
Q3 		– Sell
-35
Closed -$2K – 707
2022
Q2 		$2K Buy
35
+16
+84% +$1.18K ﹤0.01% 767
2022
Q1 		$1K Buy
+19
New +$1.52K ﹤0.01% 791
2021
Q3 		– Sell
-17
Closed -$1K – 403
2021
Q2 		$1K Buy
+17
New +$1.31K ﹤0.01% 409

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 $3.38T AUM 44.17% 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

GW&K Investment Management's OTIS Position: Q2 2026 in Review

GW&K Investment Management increased its Otis Worldwide (OTIS) stake by 3.7% in Q2 2026, buying an estimated $672 and bringing the position to 255 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

GW&K Investment Management first reported a position in OTIS in Q2 2021 and has held it in 16 quarters since. The position peaked at $26K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • GW&K Investment Management held 255 shares of Otis Worldwide worth $18K as of Q2 2026.
  • GW&K Investment Management bought 9 Otis Worldwide shares in Q2 2026, an estimated $672.
  • Otis Worldwide made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #816 holding.
  • GW&K Investment Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 16 quarters since.
  • GW&K Investment Management's Otis Worldwide position peaked at $26K in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.