John Overdeck’s Otis Worldwide OTIS Stock Holding History

John Overdeck’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	-6,000	Closed	-$462K	–	5325
2026 Q1	$462K	Buy	+6,000	New	+$525K	﹤0.01%	3784

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 $3.37T AUM 44.26% 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

John Overdeck's OTIS Position: Q2 2026 in Review

John Overdeck increased its Otis Worldwide (OTIS) stake by 62% in Q2 2026, buying an estimated $89.7M and bringing the position to 3,138,794 shares worth $225M. The position accounts for 0.16% of the portfolio, ranked #135.

John Overdeck first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

John Overdeck held 3,138,794 shares of Otis Worldwide worth $225M as of Q2 2026.
John Overdeck bought 1,201,358 Otis Worldwide shares in Q2 2026, an estimated $89.7M.
Otis Worldwide made up 0.16% of John Overdeck's portfolio in Q2 2026, its #135 holding.
John Overdeck first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.