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Osmosis Investment Management UK’s Otis Worldwide OTIS Stock Holding History

Osmosis Investment Management UK’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 		$4.61M Sell
64,322
-128,480
-67% -$9.6M 0.21% 98
2026
Q1 		$14.9M Buy
192,802
+188,643
+4,536% +$16.5M 0.4% 62
2025
Q4 		$363K Buy
+4,159
New +$372K 0.01% 348

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

Osmosis Investment Management UK's OTIS Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its Otis Worldwide (OTIS) stake by 67% in Q2 2026, selling an estimated $9.6M and leaving 64,322 shares worth $4.61M. The position accounts for 0.21% of the portfolio, ranked #98.

Osmosis Investment Management UK first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.9M in Q1 2026. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Osmosis Investment Management UK held 64,322 shares of Otis Worldwide worth $4.61M as of Q2 2026.
  • Osmosis Investment Management UK sold 128,480 Otis Worldwide shares in Q2 2026, an estimated $9.6M.
  • Otis Worldwide made up 0.21% of Osmosis Investment Management UK's portfolio in Q2 2026, its #98 holding.
  • Osmosis Investment Management UK first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's Otis Worldwide position peaked at $14.9M in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.