Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Otis Worldwide OTIS Stock Holding History

Jacobs Levy Equity 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 		– Sell
-1,337,699
Closed -$103M – 1043
2026
Q1 		$103M Buy
1,337,699
+78,318
+6% +$6.85M 0.43% 53
2025
Q4 		$110M Buy
1,259,381
+26,651
+2% +$2.38M 0.42% 60
2025
Q3 		$113M Sell
1,232,730
-184,941
-13% -$16.8M 0.45% 59
2025
Q2 		$140M Buy
1,417,671
+85,985
+6% +$8.3M 0.55% 39
2025
Q1 		$137M Sell
1,331,686
-54,208
-4% -$5.3M 0.55% 39
2024
Q4 		$128M Sell
1,385,894
-261,731
-16% -$26.2M 0.45% 57
2024
Q3 		$171M Buy
1,647,625
+178,226
+12% +$17M 0.66% 33
2024
Q2 		$141M Sell
1,469,399
-238,895
-14% -$23M 0.58% 35
2024
Q1 		$170M Buy
1,708,294
+104,730
+7% +$9.68M 0.76% 24
2023
Q4 		$143M Buy
1,603,564
+48,264
+3% +$4.01M 0.72% 26
2023
Q3 		$125M Buy
1,555,300
+794,626
+104% +$68M 0.74% 29
2023
Q2 		$67.7M Buy
760,674
+538,450
+242% +$45.4M 0.39% 60
2023
Q1 		$18.8M Buy
222,224
+36,043
+19% +$2.98M 0.12% 200
2022
Q4 		$14.6M Buy
186,181
+34,649
+23% +$2.56M 0.1% 228
2022
Q3 		$9.67M Sell
151,532
-58,346
-28% -$4.27M 0.08% 261
2022
Q2 		$14.8M Buy
209,878
+185,636
+766% +$13.7M 0.11% 213
2022
Q1 		$1.86M Buy
24,242
+7,342
+43% +$587K 0.01% 638
2021
Q4 		$1.47M Sell
16,900
-55,119
-77% -$4.61M 0.01% 675
2021
Q3 		$5.93M Buy
72,019
+3,076
+4% +$270K 0.04% 399
2021
Q2 		$5.64M Buy
+68,943
New +$5.31M 0.04% 407
2021
Q1 		– Sell
-277,656
Closed -$18.8M – 1097
2020
Q4 		$18.8M Buy
+277,656
New +$18M 0.16% 152

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

Jacobs Levy Equity Management's OTIS Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 1,337,699 shares — an estimated $103M sold.

Jacobs Levy Equity Management first reported a position in OTIS in Q4 2020 and held it in 21 quarters. The position peaked at $171M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 1,337,699 Otis Worldwide shares in Q2 2026, an estimated $103M.
  • Jacobs Levy Equity Management first reported a position in Otis Worldwide in Q4 2020 and held it in 21 quarters.
  • Jacobs Levy Equity Management's Otis Worldwide position peaked at $171M in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.