Marshall Wace
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Marshall Wace’s Otis Worldwide OTIS Stock Holding History

Marshall Wace’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 		– Sell
-607,939
Closed -$46.9M – 3587
2026
Q1 		$46.9M Sell
607,939
-2,644,198
-81% -$231M 0.05% 385
2025
Q4 		$284M Buy
3,252,137
+183,856
+6% +$16.4M 0.26% 58
2025
Q3 		$281M Buy
3,068,281
+223,757
+8% +$20.3M 0.28% 48
2025
Q2 		$282M Buy
2,844,524
+2,791,765
+5,292% +$270M 0.32% 45
2025
Q1 		$5.44M Buy
52,759
+48,397
+1,110% +$4.73M 0.01% 1022
2024
Q4 		$404K Sell
4,362
-30,439
-87% -$3.05M ﹤0.01% 2120
2024
Q3 		$3.62M Buy
+34,801
New +$3.32M ﹤0.01% 1123
2024
Q2 		– Sell
-33,369
Closed -$3.31M – 2849
2024
Q1 		$3.31M Buy
+33,369
New +$3.08M 0.01% 1158
2023
Q1 		– Sell
-106,708
Closed -$8.36M – 2988
2022
Q4 		$8.36M Buy
+106,708
New +$7.88M 0.02% 902
2022
Q1 		– Sell
-366,725
Closed -$31.9M – 3838
2021
Q4 		$31.9M Buy
+366,725
New +$30.7M 0.06% 329
2021
Q2 		– Sell
-13,442
Closed -$920K – 2966
2021
Q1 		$920K Sell
13,442
-323,669
-96% -$21.2M ﹤0.01% 1701
2020
Q4 		$22.8M Sell
337,111
-537,634
-61% -$34.9M 0.12% 167
2020
Q3 		$54.6M Buy
874,745
+401,030
+85% +$24.5M 0.35% 58
2020
Q2 		$26.9M Buy
+473,715
New +$24.5M 0.19% 116

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

Marshall Wace's OTIS Position: Q2 2026 in Review

Marshall Wace sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 607,939 shares — an estimated $46.9M sold.

Marshall Wace first reported a position in OTIS in Q2 2020 and held it in 14 quarters. The position peaked at $284M in Q4 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Marshall Wace reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 607,939 Otis Worldwide shares in Q2 2026, an estimated $46.9M.
  • Marshall Wace first reported a position in Otis Worldwide in Q2 2020 and held it in 14 quarters.
  • Marshall Wace's Otis Worldwide position peaked at $284M in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.