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Ostrum Asset Management’s Otis Worldwide OTIS Stock Holding History

Ostrum 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 		$756K Buy
10,560
+2,980
+39% +$223K 0.04% 260
2026
Q1 		$584K Sell
7,580
-3,686
-33% -$322K 0.03% 296
2025
Q4 		$984K Sell
11,266
-3,733
-25% -$334K 0.05% 278
2025
Q3 		$1.37M Buy
14,999
+8,627
+135% +$783K 0.06% 250
2025
Q2 		$631K Sell
6,372
-183
-3% -$17.7K 0.03% 377
2025
Q1 		$676K Sell
6,555
-174
-3% -$17K 0.04% 366
2024
Q4 		$623K Buy
6,729
+3,164
+89% +$317K 0.05% 373
2024
Q3 		$371K Buy
3,565
+44
+1% +$4.19K 0.03% 426
2024
Q2 		$339K Sell
3,521
-3,377
-49% -$325K 0.03% 434
2024
Q1 		$685K Hold
6,898
– – 0.05% 402
2023
Q4 		$617K Sell
6,898
-8,128
-54% -$676K 0.05% 386
2023
Q3 		$1.21M Buy
15,026
+5,655
+60% +$484K 0.11% 273
2023
Q2 		$834K Buy
9,371
+8
+0.1% +$674 0.07% 355
2023
Q1 		$790K Buy
+9,363
New +$775K 0.07% 361

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

Ostrum Asset Management's OTIS Position: Q2 2026 in Review

Ostrum Asset Management increased its Otis Worldwide (OTIS) stake by 39% in Q2 2026, buying an estimated $223K and bringing the position to 10,560 shares worth $756K. The position accounts for 0.04% of the portfolio, ranked #260.

Ostrum Asset Management first reported a position in OTIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.37M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ostrum Asset Management held 10,560 shares of Otis Worldwide worth $756K as of Q2 2026.
  • Ostrum Asset Management bought 2,980 Otis Worldwide shares in Q2 2026, an estimated $223K.
  • Otis Worldwide made up 0.04% of Ostrum Asset Management's portfolio in Q2 2026, its #260 holding.
  • Ostrum Asset Management first reported a position in Otis Worldwide in Q1 2023 and has held it in 14 quarters since.
  • Ostrum Asset Management's Otis Worldwide position peaked at $1.37M in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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