Occudo Quantitative Strategies’s Otis Worldwide OTIS Stock Holding History

Occudo Quantitative Strategies’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	$13.7M	Buy	190,691 +107,002	+128%	+$7.99M	0.73%	22
2026 Q1	$6.52M	Buy	83,689 +21,455	+34%	+$1.88M	0.35%	80
2025 Q4	$5.44M	Buy	+62,234	New	+$5.57M	0.36%	89
2025 Q3	–	Sell	-33,644	Closed	-$3.33M	–	817
2025 Q2	$3.33M	Buy	+33,644	New	+$3.25M	0.37%	68
2025 Q1	–	Sell	-34,735	Closed	-$3.22M	–	851
2024 Q4	$3.22M	Buy	+34,735	New	+$3.48M	0.58%	28
2024 Q2	–	Sell	-48,793	Closed	-$4.84M	–	932
2024 Q1	$4.84M	Buy	+48,793	New	+$4.51M	0.85%	10
2023 Q4	–	Sell	-16,236	Closed	-$1.3M	–	1089
2023 Q3	$1.3M	Buy	+16,236	New	+$1.39M	0.17%	187
2022 Q4	–	Sell	-23,449	Closed	-$1.5M	–	1260
2022 Q3	$1.5M	Sell	23,449 -5,216	-18%	-$382K	0.12%	262
2022 Q2	$2.03M	Buy	28,665 +17,885	+166%	+$1.32M	0.17%	178
2022 Q1	$830K	Buy	+10,780	New	+$862K	0.07%	448
2021 Q4	–	Sell	-10,602	Closed	-$872K	–	1207
2021 Q3	$872K	Buy	+10,602	New	+$932K	0.1%	344
2021 Q2	–	Sell	-5,429	Closed	-$372K	–	1008
2021 Q1	$372K	Sell	5,429 -21,061	-80%	-$1.38M	0.08%	430
2020 Q4	$1.79M	Buy	+26,490	New	+$1.72M	0.56%	8

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 $3.37T AUM 44.26% 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

Occudo Quantitative Strategies's OTIS Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Otis Worldwide (OTIS) stake by 128% in Q2 2026, buying an estimated $7.99M and bringing the position to 190,691 shares worth $13.7M. The position accounts for 0.73% of the portfolio, ranked #22.

Occudo Quantitative Strategies first reported a position in OTIS in Q4 2020 and has held it in 13 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Occudo Quantitative Strategies held 190,691 shares of Otis Worldwide worth $13.7M as of Q2 2026.
Occudo Quantitative Strategies bought 107,002 Otis Worldwide shares in Q2 2026, an estimated $7.99M.
Otis Worldwide made up 0.73% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #22 holding.
Occudo Quantitative Strategies first reported a position in Otis Worldwide in Q4 2020 and has held it in 13 quarters since.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.