Numerai’s Otis Worldwide OTIS Stock Holding History

Numerai’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	$1.41M	Sell	19,632 -20,972	-52%	-$1.57M	0.11%	307
2026 Q1	$3.13M	Sell	40,604 -48,682	-55%	-$4.26M	0.31%	73
2025 Q4	$7.8M	Buy	89,286 +19,513	+28%	+$1.75M	0.94%	7
2025 Q3	$6.38M	Buy	+69,773	New	+$6.33M	0.9%	14

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Numerai's OTIS Position: Q2 2026 in Review

Numerai reduced its Otis Worldwide (OTIS) stake by 52% in Q2 2026, selling an estimated $1.57M and leaving 19,632 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #307.

Numerai first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.8M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Numerai held 19,632 shares of Otis Worldwide worth $1.41M as of Q2 2026.
Numerai sold 20,972 Otis Worldwide shares in Q2 2026, an estimated $1.57M.
Otis Worldwide made up 0.11% of Numerai's portfolio in Q2 2026, its #307 holding.
Numerai first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
Numerai's Otis Worldwide position peaked at $7.8M in Q4 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.