Loomis, Sayles & Company
OTIS icon

Loomis, Sayles & Company’s Otis Worldwide OTIS Stock Holding History

Loomis, Sayles & Company’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 		$27.3K Buy
381
+149
+64% +$11.1K ﹤0.01% 673
2026
Q1 		$17.9K Sell
232
-91
-28% -$7.96K ﹤0.01% 684
2025
Q4 		$28.2K Sell
323
-13
-4% -$1.16K ﹤0.01% 656
2025
Q3 		$30.7K Buy
336
+6
+2% +$545 ﹤0.01% 665
2025
Q2 		$32.7K Sell
330
-58
-15% -$5.6K ﹤0.01% 658
2025
Q1 		$40K Sell
388
-209
-35% -$20.4K ﹤0.01% 653
2024
Q4 		$55K Buy
+597
New +$59.9K ﹤0.01% 653
2022
Q3 		– Sell
-339
Closed -$24K – 1018
2022
Q2 		$24K Sell
339
-4,508
-93% -$332K ﹤0.01% 582
2022
Q1 		$373K Buy
4,847
+2,769
+133% +$221K ﹤0.01% 507
2021
Q4 		$181K Buy
2,078
+134
+7% +$11.2K ﹤0.01% 559
2021
Q3 		$160K Buy
+1,944
New +$171K ﹤0.01% 538

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

Loomis, Sayles & Company's OTIS Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Otis Worldwide (OTIS) stake by 64% in Q2 2026, buying an estimated $11.1K and bringing the position to 381 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Loomis, Sayles & Company first reported a position in OTIS in Q3 2021 and has held it in 11 quarters since. The position peaked at $373K in Q1 2022. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Loomis, Sayles & Company held 381 shares of Otis Worldwide worth $27.3K as of Q2 2026.
  • Loomis, Sayles & Company bought 149 Otis Worldwide shares in Q2 2026, an estimated $11.1K.
  • Otis Worldwide made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #673 holding.
  • Loomis, Sayles & Company first reported a position in Otis Worldwide in Q3 2021 and has held it in 11 quarters since.
  • Loomis, Sayles & Company's Otis Worldwide position peaked at $373K in Q1 2022.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.