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HRT Financial’s Otis Worldwide OTIS Stock Holding History

HRT Financial’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 		$63.8M Buy
891,285
+209,424
+31% +$15.6M 0.12% 149
2026
Q1 		$52.6M Buy
681,861
+150,453
+28% +$13.2M 0.13% 113
2025
Q4 		$46.4M Buy
531,408
+136,238
+34% +$12.2M 0.15% 95
2025
Q3 		$36.1M Buy
395,170
+88,699
+29% +$8.05M 0.13% 91
2025
Q2 		$30.3M Buy
306,471
+24,767
+9% +$2.39M 0.13% 102
2025
Q1 		$29.1M Buy
281,704
+249,186
+766% +$24.3M 0.18% 71
2024
Q4 		$3.01M Buy
+32,518
New +$3.26M 0.02% 578
2024
Q3 		– Sell
-46,000
Closed -$4.43M – 2936
2024
Q2 		$4.43M Buy
+46,000
New +$4.43M 0.02% 427
2023
Q4 		– Sell
-67,777
Closed -$5.44M – 2876
2023
Q3 		$5.44M Buy
67,777
+42,021
+163% +$3.59M 0.05% 262
2023
Q2 		$2.29M Buy
+25,756
New +$2.17M 0.02% 557
2021
Q3 		– Sell
-4,151
Closed -$339K – 3627
2021
Q2 		$339K Buy
+4,151
New +$319K ﹤0.01% 2070

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

HRT Financial's OTIS Position: Q2 2026 in Review

HRT Financial increased its Otis Worldwide (OTIS) stake by 31% in Q2 2026, buying an estimated $15.6M and bringing the position to 891,285 shares worth $63.8M. The position accounts for 0.12% of the portfolio, ranked #149.

HRT Financial first reported a position in OTIS in Q2 2021 and has held it in 11 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • HRT Financial held 891,285 shares of Otis Worldwide worth $63.8M as of Q2 2026.
  • HRT Financial bought 209,424 Otis Worldwide shares in Q2 2026, an estimated $15.6M.
  • Otis Worldwide made up 0.12% of HRT Financial's portfolio in Q2 2026, its #149 holding.
  • HRT Financial first reported a position in Otis Worldwide in Q2 2021 and has held it in 11 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.