Morgan Stanley
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Morgan Stanley’s Otis Worldwide OTIS Stock Holding History

Morgan Stanley’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 		$785M Sell
10,964,838
-1,994,474
-15% -$149M 0.04% 406
2026
Q1 		$999M Buy
12,959,312
+284,245
+2% +$24.9M 0.06% 290
2025
Q4 		$1.11B Sell
12,675,067
-403,770
-3% -$36.1M 0.07% 262
2025
Q3 		$1.2B Sell
13,078,837
-398,403
-3% -$36.2M 0.07% 241
2025
Q2 		$1.33B Buy
13,477,240
+583,875
+5% +$56.4M 0.09% 207
2025
Q1 		$1.33B Buy
12,893,365
+966,988
+8% +$94.5M 0.1% 189
2024
Q4 		$1.1B Buy
11,926,377
+138,659
+1% +$13.9M 0.08% 224
2024
Q3 		$1.23B Sell
11,787,718
-651,067
-5% -$62M 0.09% 204
2024
Q2 		$1.2B Sell
12,438,785
-534,036
-4% -$51.5M 0.09% 194
2024
Q1 		$1.29B Buy
12,972,821
+235,459
+2% +$21.8M 0.1% 189
2023
Q4 		$1.14B Sell
12,737,362
-175,292
-1% -$14.6M 0.1% 191
2023
Q3 		$1.04B Sell
12,912,654
-195,005
-1% -$16.7M 0.11% 182
2023
Q2 		$1.17B Sell
13,107,659
-194,855
-1% -$16.4M 0.12% 170
2023
Q1 		$1.12B Buy
13,302,514
+91,817
+0.7% +$7.6M 0.12% 164
2022
Q4 		$1.03B Buy
13,210,697
+681,992
+5% +$50.4M 0.12% 173
2022
Q3 		$799M Sell
12,528,705
-442,721
-3% -$32.4M 0.11% 192
2022
Q2 		$917M Buy
12,971,426
+1,449,548
+13% +$107M 0.12% 175
2022
Q1 		$887M Buy
11,521,878
+9,546,640
+483% +$763M 0.12% 181
2021
Q4 		$172M Sell
1,975,238
-739,154
-27% -$61.9M 0.02% 623
2021
Q3 		$223M Buy
2,714,392
+134,679
+5% +$11.8M 0.03% 493
2021
Q2 		$211M Buy
2,579,713
+195,439
+8% +$15M 0.03% 527
2021
Q1 		$163M Sell
2,384,274
-1,276,440
-35% -$83.4M 0.02% 556
2020
Q4 		$247M Buy
3,660,714
+1,972,801
+117% +$128M 0.04% 404
2020
Q3 		$105M Sell
1,687,913
-248,650
-13% -$15.2M 0.02% 578
2020
Q2 		$110M Buy
+1,936,563
New +$100M 0.02% 511

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley's OTIS Position: Q2 2026 in Review

Morgan Stanley reduced its Otis Worldwide (OTIS) stake by 15% in Q2 2026, selling an estimated $149M and leaving 10,964,838 shares worth $785M. The position accounts for 0.04% of the portfolio, ranked #406.

Morgan Stanley first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.33B in Q2 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Morgan Stanley held 10,964,838 shares of Otis Worldwide worth $785M as of Q2 2026.
  • Morgan Stanley sold 1,994,474 Otis Worldwide shares in Q2 2026, an estimated $149M.
  • Otis Worldwide made up 0.04% of Morgan Stanley's portfolio in Q2 2026, its #406 holding.
  • Morgan Stanley first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Morgan Stanley's Otis Worldwide position peaked at $1.33B in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.