Headlands Technologies’s Otis Worldwide OTIS Stock Holding History

Headlands Technologies’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	$718K	Buy	10,027 +3,769	+60%	+$282K	0.08%	328
2026 Q1	$482K	Sell	6,258 -17,036	-73%	-$1.49M	0.05%	366
2025 Q4	$2.03M	Sell	23,294 -348	-1%	-$31.1K	0.17%	134
2025 Q3	$2.16M	Buy	23,642 +15,036	+175%	+$1.36M	0.17%	133
2025 Q2	$852K	Buy	+8,606	New	+$831K	0.1%	212
2025 Q1	–	Sell	-2,035	Closed	-$188K	–	1412
2024 Q4	$188K	Buy	+2,035	New	+$204K	0.02%	537
2024 Q1	–	Sell	-2,341	Closed	-$209K	–	1465
2023 Q4	$209K	Buy	+2,341	New	+$195K	0.06%	266
2023 Q3	–	Sell	-2,054	Closed	-$183K	–	1125
2023 Q2	$183K	Buy	+2,054	New	+$173K	0.06%	297

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

Headlands Technologies's OTIS Position: Q2 2026 in Review

Headlands Technologies increased its Otis Worldwide (OTIS) stake by 60% in Q2 2026, buying an estimated $282K and bringing the position to 10,027 shares worth $718K. The position accounts for 0.08% of the portfolio, ranked #328.

Headlands Technologies first reported a position in OTIS in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.16M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Headlands Technologies held 10,027 shares of Otis Worldwide worth $718K as of Q2 2026.
Headlands Technologies bought 3,769 Otis Worldwide shares in Q2 2026, an estimated $282K.
Otis Worldwide made up 0.08% of Headlands Technologies's portfolio in Q2 2026, its #328 holding.
Headlands Technologies first reported a position in Otis Worldwide in Q2 2023 and has held it in 8 quarters since.
Headlands Technologies's Otis Worldwide position peaked at $2.16M in Q3 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Headlands Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.