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Metis Global Partners’s Otis Worldwide OTIS Stock Holding History

Metis Global Partners’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 		$664K Sell
9,273
-1,772
-16% -$132K 0.02% 518
2026
Q1 		$851K Sell
11,045
-1,354
-11% -$118K 0.02% 478
2025
Q4 		$1.08M Sell
12,399
-962
-7% -$86.1K 0.03% 442
2025
Q3 		$1.22M Sell
13,361
-815
-6% -$74K 0.03% 429
2025
Q2 		$1.4M Sell
14,176
-1,886
-12% -$182K 0.04% 389
2025
Q1 		$1.66M Buy
16,062
+2,577
+19% +$252K 0.05% 347
2024
Q4 		$1.25M Buy
13,485
+642
+5% +$64.4K 0.04% 390
2024
Q3 		$1.33M Buy
12,843
+92
+0.7% +$8.77K 0.04% 383
2024
Q2 		$1.23M Sell
12,751
-179
-1% -$17.3K 0.04% 370
2024
Q1 		$1.28M Sell
12,930
-378
-3% -$34.9K 0.05% 369
2023
Q4 		$1.19M Sell
13,308
-1,695
-11% -$141K 0.05% 366
2023
Q3 		$1.2M Buy
15,003
+2,589
+21% +$221K 0.06% 340
2023
Q2 		$1.1M Sell
12,414
-2,841
-19% -$239K 0.06% 339
2023
Q1 		$1.29M Buy
15,255
+6,540
+75% +$541K 0.08% 271
2022
Q4 		$682K Buy
8,715
+2,433
+39% +$180K 0.06% 352
2022
Q3 		$400K Sell
6,282
-76
-1% -$5.56K 0.06% 353
2022
Q2 		$449K Sell
6,358
-236
-4% -$17.4K 0.07% 326
2022
Q1 		$507K Buy
6,594
+2,868
+77% +$229K 0.06% 293
2021
Q4 		$325K Buy
+3,726
New +$312K 0.09% 249

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

Metis Global Partners's OTIS Position: Q2 2026 in Review

Metis Global Partners reduced its Otis Worldwide (OTIS) stake by 16% in Q2 2026, selling an estimated $132K and leaving 9,273 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #518.

Metis Global Partners first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Metis Global Partners held 9,273 shares of Otis Worldwide worth $664K as of Q2 2026.
  • Metis Global Partners sold 1,772 Otis Worldwide shares in Q2 2026, an estimated $132K.
  • Otis Worldwide made up 0.02% of Metis Global Partners's portfolio in Q2 2026, its #518 holding.
  • Metis Global Partners first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • Metis Global Partners's Otis Worldwide position peaked at $1.66M in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.