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Hartford Funds Management’s Otis Worldwide OTIS Stock Holding History

Hartford Funds 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 		$763K Sell
10,654
-2,219
-17% -$166K 0.06% 91
2026
Q1 		$992K Sell
12,873
-2,042
-14% -$179K 0.09% 69
2025
Q4 		$1.3M Buy
14,915
+83
+0.6% +$7.42K 0.11% 48
2025
Q3 		$1.36M Sell
14,832
-3,258
-18% -$296K 0.12% 30
2025
Q2 		$1.79M Buy
18,090
+3,369
+23% +$325K 0.15% 23
2025
Q1 		$1.52M Sell
14,721
-153
-1% -$14.9K 0.14% 26
2024
Q4 		$1.38M Buy
14,874
+59
+0.4% +$5.92K 0.13% 25
2024
Q3 		$1.54M Buy
14,815
+330
+2% +$31.4K 0.14% 16
2024
Q2 		$1.39M Buy
14,485
+1,470
+11% +$142K 0.13% 17
2024
Q1 		$1.29M Buy
13,015
+1,604
+14% +$148K 0.12% 18
2023
Q4 		$1.02M Buy
11,411
+3,342
+41% +$278K 0.1% 21
2023
Q3 		$648K Buy
8,069
+677
+9% +$57.9K 0.07% 26
2023
Q2 		$658K Buy
7,392
+803
+12% +$67.7K 0.07% 21
2023
Q1 		$556K Buy
6,589
+1,278
+24% +$106K 0.06% 22
2022
Q4 		$416K Buy
+5,311
New +$392K 0.04% 30

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

Hartford Funds Management's OTIS Position: Q2 2026 in Review

Hartford Funds Management reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2026, selling an estimated $166K and leaving 10,654 shares worth $763K. The position accounts for 0.06% of the portfolio, ranked #91.

Hartford Funds Management first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q2 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hartford Funds Management held 10,654 shares of Otis Worldwide worth $763K as of Q2 2026.
  • Hartford Funds Management sold 2,219 Otis Worldwide shares in Q2 2026, an estimated $166K.
  • Otis Worldwide made up 0.06% of Hartford Funds Management's portfolio in Q2 2026, its #91 holding.
  • Hartford Funds Management first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • Hartford Funds Management's Otis Worldwide position peaked at $1.79M in Q2 2025.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Hartford Funds Management's 13F filing for Q2 2026, filed 6 Aug 2026.