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Hillsdale Investment Management’s Otis Worldwide OTIS Stock Holding History

Hillsdale 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 		$1.19M Buy
16,580
+1,740
+12% +$130K 0.03% 376
2026
Q1 		$1.14M Buy
14,840
+3,500
+31% +$306K 0.03% 350
2025
Q4 		$991K Buy
11,340
+1,040
+10% +$93K 0.03% 368
2025
Q3 		$942K Buy
+10,300
New +$935K 0.03% 363
2023
Q2 		– Sell
-5,230
Closed -$441K – 628
2023
Q1 		$441K Buy
+5,230
New +$433K 0.04% 342
2022
Q2 		– Sell
-6,900
Closed -$531K – 600
2022
Q1 		$531K Buy
+6,900
New +$551K 0.03% 365

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

Hillsdale Investment Management's OTIS Position: Q2 2026 in Review

Hillsdale Investment Management increased its Otis Worldwide (OTIS) stake by 12% in Q2 2026, buying an estimated $130K and bringing the position to 16,580 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #376.

Hillsdale Investment Management first reported a position in OTIS in Q1 2022 and has held it in 6 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Hillsdale Investment Management held 16,580 shares of Otis Worldwide worth $1.19M as of Q2 2026.
  • Hillsdale Investment Management bought 1,740 Otis Worldwide shares in Q2 2026, an estimated $130K.
  • Otis Worldwide made up 0.03% of Hillsdale Investment Management's portfolio in Q2 2026, its #376 holding.
  • Hillsdale Investment Management first reported a position in Otis Worldwide in Q1 2022 and has held it in 6 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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