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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 		$301K Sell
4,200
-700
-14% -$52.3K ﹤0.01% 4525
2026
Q1 		$378K Buy
+4,900
New +$429K ﹤0.01% 3913
2025
Q4 		– Sell
-2,200
Closed -$201K – 4325
2025
Q3 		$201K Buy
+2,200
New +$200K ﹤0.01% 3376

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

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.