Oxford Asset Management’s Otis Worldwide OTIS Stock Holding History

Oxford 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	–	Sell	-10,064	Closed	-$776K	–	552
2026 Q1	$776K	Sell	10,064 -5,279	-34%	-$462K	0.31%	78
2025 Q4	$1.34M	Buy	+15,343	New	+$1.37M	0.47%	44
2025 Q1	–	Sell	-3,157	Closed	-$292K	–	652
2024 Q4	$292K	Buy	+3,157	New	+$317K	0.13%	264

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Oxford Asset Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 10,064 shares — an estimated $776K sold.

Oxford Asset Management first reported a position in OTIS in Q4 2024 and held it in 3 quarters. The position peaked at $1.34M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Oxford Asset Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Oxford Asset Management sold 10,064 Otis Worldwide shares in Q2 2026, an estimated $776K.
Oxford Asset Management first reported a position in Otis Worldwide in Q4 2024 and held it in 3 quarters.
Oxford Asset Management's Otis Worldwide position peaked at $1.34M in Q4 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.