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NEOS Investment Management’s Otis Worldwide OTIS Stock Holding History

NEOS 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 		$4.57M Buy
63,814
+2,000
+3% +$149K 0.02% 382
2026
Q1 		$4.76M Buy
61,814
+3,563
+6% +$312K 0.02% 341
2025
Q4 		$5.09M Buy
58,251
+9,900
+20% +$886K 0.03% 328
2025
Q3 		$4.42M Buy
48,351
+14,808
+44% +$1.34M 0.03% 320
2025
Q2 		$3.32M Buy
33,543
+7,132
+27% +$688K 0.04% 298
2025
Q1 		$2.73M Buy
26,411
+5,010
+23% +$489K 0.05% 287
2024
Q4 		$1.98M Buy
21,401
+4,973
+30% +$499K 0.05% 297
2024
Q3 		$1.71M Buy
16,428
+1,605
+11% +$153K 0.05% 289
2024
Q2 		$1.43M Buy
14,823
+4,177
+39% +$403K 0.06% 272
2024
Q1 		$1.06M Buy
10,646
+3,717
+54% +$344K 0.07% 247
2023
Q4 		$620K Buy
6,929
+1,779
+35% +$148K 0.06% 247
2023
Q3 		$414K Buy
+5,150
New +$440K 0.05% 227

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

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

NEOS Investment Management increased its Otis Worldwide (OTIS) stake by 3.2% in Q2 2026, buying an estimated $149K and bringing the position to 63,814 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #382.

NEOS Investment Management first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.09M in Q4 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • NEOS Investment Management held 63,814 shares of Otis Worldwide worth $4.57M as of Q2 2026.
  • NEOS Investment Management bought 2,000 Otis Worldwide shares in Q2 2026, an estimated $149K.
  • Otis Worldwide made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #382 holding.
  • NEOS Investment Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Otis Worldwide position peaked at $5.09M in Q4 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.