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O'Shaughnessy Asset Management’s Otis Worldwide OTIS Stock Holding History

O'Shaughnessy Asset 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 		$3.81M Buy
53,187
+1,030
+2% +$76.9K 0.02% 644
2026
Q1 		$4.02M Buy
52,157
+7,598
+17% +$665K 0.02% 602
2025
Q4 		$3.89M Sell
44,559
-3,022
-6% -$270K 0.02% 591
2025
Q3 		$4.35M Sell
47,581
-4,483
-9% -$407K 0.03% 560
2025
Q2 		$5.16M Sell
52,064
-5,198
-9% -$502K 0.04% 459
2025
Q1 		$5.91M Buy
57,262
+19,257
+51% +$1.88M 0.05% 384
2024
Q4 		$3.52M Buy
38,005
+3,155
+9% +$316K 0.03% 500
2024
Q3 		$3.67M Sell
34,850
-1,257
-3% -$120K 0.03% 478
2024
Q2 		$3.48M Buy
36,107
+5,657
+19% +$545K 0.04% 449
2024
Q1 		$3.02M Buy
30,450
+4,909
+19% +$454K 0.03% 467
2023
Q4 		$2.29M Buy
25,541
+2,617
+11% +$218K 0.03% 495
2023
Q3 		$1.84M Sell
22,924
-2,609
-10% -$223K 0.03% 505
2023
Q2 		$2.27M Buy
25,533
+1,176
+5% +$99.1K 0.03% 430
2023
Q1 		$2.06M Buy
24,357
+18,280
+301% +$1.51M 0.03% 447
2022
Q4 		$476K Buy
6,077
+1,646
+37% +$122K 0.01% 809
2022
Q3 		$283K Sell
4,431
-322
-7% -$23.6K 0.01% 953
2022
Q2 		$336K Buy
4,753
+1,486
+45% +$109K 0.01% 822
2022
Q1 		$251K Buy
3,267
+933
+40% +$74.6K ﹤0.01% 972
2021
Q4 		$203K Sell
2,334
-666
-22% -$55.7K ﹤0.01% 1054
2021
Q3 		$247K Buy
3,000
+1,279
+74% +$112K 0.01% 941
2021
Q2 		$141K Buy
1,721
+478
+38% +$36.8K ﹤0.01% 1182
2021
Q1 		$85K Buy
1,243
+45
+4% +$2.94K ﹤0.01% 1262
2020
Q4 		$81K Buy
1,198
+401
+50% +$26K ﹤0.01% 1130
2020
Q3 		$50K Buy
797
+96
+14% +$5.87K ﹤0.01% 1081
2020
Q2 		$40K Buy
+701
New +$36.3K ﹤0.01% 1036

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

O'Shaughnessy Asset Management's OTIS Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Otis Worldwide (OTIS) stake by 2% in Q2 2026, buying an estimated $76.9K and bringing the position to 53,187 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #644.

O'Shaughnessy Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.91M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • O'Shaughnessy Asset Management held 53,187 shares of Otis Worldwide worth $3.81M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 1,030 Otis Worldwide shares in Q2 2026, an estimated $76.9K.
  • Otis Worldwide made up 0.02% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #644 holding.
  • O'Shaughnessy Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • O'Shaughnessy Asset Management's Otis Worldwide position peaked at $5.91M in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.