Osaic Holdings
OTIS icon

Osaic Holdings’s Otis Worldwide OTIS Stock Holding History

Osaic Holdings’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 		$6.26M Buy
87,336
+514
+0.6% +$38.4K 0.01% 1356
2026
Q1 		$6.69M Buy
86,822
+10,530
+14% +$921K 0.01% 1158
2025
Q4 		$6.67M Buy
76,292
+4,373
+6% +$391K 0.01% 1181
2025
Q3 		$6.49M Buy
71,919
+19,280
+37% +$1.75M 0.01% 1279
2025
Q2 		$5.22M Buy
52,639
+4,497
+9% +$434K 0.01% 1216
2025
Q1 		$4.97M Sell
48,142
-28,924
-38% -$2.83M 0.01% 1047
2024
Q4 		$6.94M Buy
77,066
+171
+0.2% +$17.1K 0.02% 867
2024
Q3 		$8.01M Buy
76,895
+2,975
+4% +$283K 0.02% 784
2024
Q2 		$7.12M Buy
73,920
+594
+0.8% +$57.2K 0.02% 810
2024
Q1 		$7.28M Sell
73,326
-30,820
-30% -$2.85M 0.02% 832
2023
Q4 		$9.32M Sell
104,146
-34,800
-25% -$2.89M 0.02% 841
2023
Q3 		$11.2M Buy
138,946
+28,893
+26% +$2.47M 0.02% 811
2023
Q2 		$9.8M Sell
110,053
-2,330
-2% -$196K 0.02% 772
2023
Q1 		$9.48M Buy
112,383
+7,165
+7% +$593K 0.02% 789
2022
Q4 		$8.24M Buy
105,218
+8,489
+9% +$627K 0.02% 823
2022
Q3 		$6.17M Buy
96,729
+1,047
+1% +$76.6K 0.01% 900
2022
Q2 		$6.76M Buy
95,682
+4,839
+5% +$356K 0.01% 858
2022
Q1 		$7.05M Sell
90,843
-8,550
-9% -$683K 0.01% 965
2021
Q4 		$8.65M Buy
99,393
+8,105
+9% +$678K 0.02% 807
2021
Q3 		$7.51M Sell
91,288
-177
-0.2% -$15.6K 0.02% 809
2021
Q2 		$7.48M Buy
91,465
+4,072
+5% +$313K 0.02% 813
2021
Q1 		$5.98M Buy
87,393
+2,015
+2% +$132K 0.01% 864
2020
Q4 		$5.77M Sell
85,378
-14,416
-14% -$935K 0.02% 775
2020
Q3 		$6.21M Buy
99,794
+10,592
+12% +$648K 0.02% 654
2020
Q2 		$5.07M Buy
+89,202
New +$4.62M 0.02% 692

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

Osaic Holdings's OTIS Position: Q2 2026 in Review

Osaic Holdings increased its Otis Worldwide (OTIS) stake by 0.59% in Q2 2026, buying an estimated $38.4K and bringing the position to 87,336 shares worth $6.26M. The position accounts for 0.01% of the portfolio, ranked #1356.

Osaic Holdings first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.2M in Q3 2023. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Osaic Holdings held 87,336 shares of Otis Worldwide worth $6.26M as of Q2 2026.
  • Osaic Holdings bought 514 Otis Worldwide shares in Q2 2026, an estimated $38.4K.
  • Otis Worldwide made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1356 holding.
  • Osaic Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Otis Worldwide position peaked at $11.2M in Q3 2023.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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