Jefferies Financial Group’s Otis Worldwide OTIS Stock Holding History

Jefferies Financial Group’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	$13.8M	Sell	193,236 -48,264	-20%	-$3.61M	0.09%	195
2026 Q1	$18.6M	Buy	241,500 +237,369	+5,746%	+$20.8M	0.13%	131
2025 Q4	$361K	Buy	+4,131	New	+$370K	﹤0.01%	1435
2024 Q4	–	Sell	-23,523	Closed	-$2.44M	–	1768
2024 Q3	$2.44M	Sell	23,523 -11,340	-33%	-$1.08M	0.02%	531
2024 Q2	$3.36M	Buy	34,863 +25,224	+262%	+$2.43M	0.04%	406
2024 Q1	$957K	Sell	9,639 -76,795	-89%	-$7.1M	0.01%	842
2023 Q4	$7.73M	Sell	86,434 -424	-0.5%	-$35.3K	0.05%	280
2023 Q3	$6.98M	Buy	86,858 +70,618	+435%	+$6.04M	0.06%	253
2023 Q2	$1.45M	Sell	16,240 -7,218	-31%	-$608K	0.01%	773
2023 Q1	$1.98M	Buy	+23,458	New	+$1.94M	0.02%	665

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's OTIS Position: Q2 2026 in Review

Jefferies Financial Group reduced its Otis Worldwide (OTIS) stake by 20% in Q2 2026, selling an estimated $3.61M and leaving 193,236 shares worth $13.8M. The position accounts for 0.09% of the portfolio, ranked #195.

Jefferies Financial Group first reported a position in OTIS in Q1 2023 and has held it in 10 quarters since. The position peaked at $18.6M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Jefferies Financial Group held 193,236 shares of Otis Worldwide worth $13.8M as of Q2 2026.
Jefferies Financial Group sold 48,264 Otis Worldwide shares in Q2 2026, an estimated $3.61M.
Otis Worldwide made up 0.09% of Jefferies Financial Group's portfolio in Q2 2026, its #195 holding.
Jefferies Financial Group first reported a position in Otis Worldwide in Q1 2023 and has held it in 10 quarters since.
Jefferies Financial Group's Otis Worldwide position peaked at $18.6M in Q1 2026.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.