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OneFund LLC’s Otis Worldwide OTIS Stock Holding History

OneFund LLC’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 		$74.8K Sell
1,045
-26
-2% -$1.94K 0.04% 326
2026
Q1 		$82.9K Sell
1,071
-94
-8% -$8.22K 0.05% 289
2025
Q4 		$102K Buy
1,165
+63
+6% +$5.64K 0.06% 254
2025
Q3 		$101K Buy
1,102
+38
+4% +$3.45K 0.06% 249
2025
Q2 		$105K Buy
+1,064
New +$103K 0.08% 228

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 $3.38T AUM 44.17% 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

OneFund LLC's OTIS Position: Q2 2026 in Review

OneFund LLC reduced its Otis Worldwide (OTIS) stake by 2.4% in Q2 2026, selling an estimated $1.94K and leaving 1,045 shares worth $74.8K. The position accounts for 0.04% of the portfolio, ranked #326.

OneFund LLC first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $105K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • OneFund LLC held 1,045 shares of Otis Worldwide worth $74.8K as of Q2 2026.
  • OneFund LLC sold 26 Otis Worldwide shares in Q2 2026, an estimated $1.94K.
  • Otis Worldwide made up 0.04% of OneFund LLC's portfolio in Q2 2026, its #326 holding.
  • OneFund LLC first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • OneFund LLC's Otis Worldwide position peaked at $105K in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on OneFund LLC's 13F filing for Q2 2026, filed 24 Aug 2026.