Regatta Research & Money Management’s Otis Worldwide OTIS Stock Holding History

Regatta Research & Money 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	$29.2K	Buy	+408	New	+$30.5K	0.03%	349

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regatta Research & Money Management's OTIS Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 408 shares worth $29.2K. The stake represents 0.03% of the portfolio and ranks #349 among its holdings.

926 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Regatta Research & Money Management held 408 shares of Otis Worldwide worth $29.2K as of Q2 2026.
Otis Worldwide was a new Regatta Research & Money Management position in Q2 2026.
Otis Worldwide made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #349 holding.
926 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.