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Morningstar Investment Management’s Otis Worldwide OTIS Stock Holding History

Morningstar Investment Management’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 		$5.28M Hold
68,541
– – 0.33% 65
2026
Q1 		$5.28M Buy
68,541
+48,413
+241% +$4.24M 0.33% 65
2025
Q4 		$1.76M Sell
20,128
-11,481
-36% -$1.03M 0.1% 181
2025
Q3 		$2.89M Buy
+31,609
New +$2.87M 0.11% 202

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Morningstar Investment Management's OTIS Position: Q2 2026 in Review

Morningstar Investment Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 68,541 shares worth $5.28M. The position accounts for 0.33% of the portfolio, ranked #65.

Morningstar Investment Management first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Morningstar Investment Management held 68,541 shares of Otis Worldwide worth $5.28M as of Q2 2026.
  • Morningstar Investment Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.33% of Morningstar Investment Management's portfolio in Q2 2026, its #65 holding.
  • Morningstar Investment Management first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.