Marex Group’s Otis Worldwide OTIS Stock Holding History

Marex Group’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	$490K	Buy	6,845 +3,731	+120%	+$279K	﹤0.01%	706
2026 Q1	$240K	Buy	+3,114	New	+$272K	﹤0.01%	848

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

Marex Group's OTIS Position: Q2 2026 in Review

Marex Group increased its Otis Worldwide (OTIS) stake by 120% in Q2 2026, buying an estimated $279K and bringing the position to 6,845 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Marex Group first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Marex Group held 6,845 shares of Otis Worldwide worth $490K as of Q2 2026.
Marex Group bought 3,731 Otis Worldwide shares in Q2 2026, an estimated $279K.
Otis Worldwide made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #706 holding.
Marex Group first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.