HI
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Horizon Investments’s Otis Worldwide OTIS Stock Holding History

Horizon Investments’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 		$4.36M Buy
60,939
+14,966
+33% +$1.12M 0.05% 319
2026
Q1 		$3.54M Buy
45,973
+18,980
+70% +$1.66M 0.04% 352
2025
Q4 		$2.36M Buy
26,993
+2,391
+10% +$214K 0.03% 430
2025
Q3 		$2.25M Buy
24,602
+16,616
+208% +$1.51M 0.03% 442
2025
Q2 		$791K Buy
7,986
+500
+7% +$48.3K 0.01% 622
2025
Q1 		$773K Buy
7,486
+225
+3% +$22K 0.02% 308
2024
Q4 		$672K Buy
7,261
+102
+1% +$10.2K 0.02% 320
2024
Q3 		$744K Sell
7,159
-105
-1% -$10K 0.02% 298
2024
Q2 		$699K Buy
7,264
+18
+0.2% +$1.74K 0.02% 311
2024
Q1 		$719K Sell
7,246
-70
-1% -$6.47K 0.02% 300
2023
Q4 		$655K Buy
7,316
+1,272
+21% +$106K 0.02% 291
2023
Q3 		$485K Sell
6,044
-287
-5% -$24.5K 0.01% 313
2023
Q2 		$564K Buy
6,331
+751
+13% +$63.3K 0.02% 268
2023
Q1 		$471K Sell
5,580
-1,888
-25% -$156K 0.01% 299
2022
Q4 		$585K Buy
7,468
+235
+3% +$17.4K 0.02% 341
2022
Q3 		$461K Buy
7,233
+777
+12% +$56.8K 0.01% 340
2022
Q2 		$456K Sell
6,456
-5,524
-46% -$407K 0.01% 299
2022
Q1 		$922K Buy
11,980
+6,222
+108% +$497K 0.03% 236
2021
Q4 		$501K Sell
5,758
-6,726
-54% -$563K 0.01% 327
2021
Q3 		$1.03M Sell
12,484
-942
-7% -$82.8K 0.03% 204
2021
Q2 		$1.1M Buy
+13,426
New +$1.03M 0.03% 202
2021
Q1 		– Sell
-3,327
Closed -$225K – 437
2020
Q4 		$225K Buy
+3,327
New +$216K 0.26% 85

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

Horizon Investments's OTIS Position: Q2 2026 in Review

Horizon Investments increased its Otis Worldwide (OTIS) stake by 33% in Q2 2026, buying an estimated $1.12M and bringing the position to 60,939 shares worth $4.36M. The position accounts for 0.05% of the portfolio, ranked #319.

Horizon Investments first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Horizon Investments held 60,939 shares of Otis Worldwide worth $4.36M as of Q2 2026.
  • Horizon Investments bought 14,966 Otis Worldwide shares in Q2 2026, an estimated $1.12M.
  • Otis Worldwide made up 0.05% of Horizon Investments's portfolio in Q2 2026, its #319 holding.
  • Horizon Investments first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.