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Machina Capital’s Otis Worldwide OTIS Stock Holding History

Machina Capital’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 		$3.69M Sell
51,601
-45,602
-47% -$3.41M 0.59% 55
2026
Q1 		$7.49M Buy
97,203
+1,936
+2% +$169K 1.47% 2
2025
Q4 		$8.32M Buy
95,267
+33,979
+55% +$3.04M 1.59% 2
2025
Q3 		$5.6M Buy
61,288
+31,836
+108% +$2.89M 0.99% 14
2025
Q2 		$2.92M Buy
+29,452
New +$2.84M 0.61% 48
2024
Q2 		– Sell
-11,872
Closed -$1.18M – 334
2024
Q1 		$1.18M Sell
11,872
-1,904
-14% -$176K 0.62% 42
2023
Q4 		$1.23M Buy
+13,776
New +$1.15M 0.8% 22
2023
Q3 		– Sell
-3,050
Closed -$271K – 336
2023
Q2 		$271K Sell
3,050
-4,246
-58% -$358K 0.15% 221
2023
Q1 		$616K Buy
+7,296
New +$604K 0.54% 50
2022
Q4 		– Sell
-6,203
Closed -$396K – 195
2022
Q3 		$396K Buy
6,203
+3,094
+100% +$226K 0.84% 41
2022
Q2 		$220K Sell
3,109
-1,404
-31% -$103K 0.49% 107
2022
Q1 		$347K Buy
4,513
+1,798
+66% +$144K 0.76% 52
2021
Q4 		$236K Buy
+2,715
New +$227K 0.57% 98
2021
Q3 		– Sell
-3,300
Closed -$270K – 191
2021
Q2 		$270K Buy
+3,300
New +$254K 0.46% 113

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 $3.38T AUM 44.17% 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

Machina Capital's OTIS Position: Q2 2026 in Review

Machina Capital reduced its Otis Worldwide (OTIS) stake by 47% in Q2 2026, selling an estimated $3.41M and leaving 51,601 shares worth $3.69M. The position accounts for 0.59% of the portfolio, ranked #55.

Machina Capital first reported a position in OTIS in Q2 2021 and has held it in 14 quarters since. The position peaked at $8.32M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Machina Capital held 51,601 shares of Otis Worldwide worth $3.69M as of Q2 2026.
  • Machina Capital sold 45,602 Otis Worldwide shares in Q2 2026, an estimated $3.41M.
  • Otis Worldwide made up 0.59% of Machina Capital's portfolio in Q2 2026, its #55 holding.
  • Machina Capital first reported a position in Otis Worldwide in Q2 2021 and has held it in 14 quarters since.
  • Machina Capital's Otis Worldwide position peaked at $8.32M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.