Pacer Advisors
OTIS icon

Pacer Advisors’s Otis Worldwide OTIS Stock Holding History

Pacer Advisors’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 		$97.9M Buy
1,367,999
+1,348,087
+6,770% +$101M 0.25% 100
2026
Q1 		$1.53M Sell
19,912
-11,342
-36% -$992K ﹤0.01% 1042
2025
Q4 		$2.73M Sell
31,254
-8,408
-21% -$752K 0.01% 932
2025
Q3 		$3.63M Sell
39,662
-5,350
-12% -$486K 0.01% 810
2025
Q2 		$4.46M Sell
45,012
-1,218
-3% -$118K 0.01% 733
2025
Q1 		$4.77M Sell
46,230
-17,098
-27% -$1.67M 0.01% 677
2024
Q4 		$5.86M Sell
63,328
-8,116
-11% -$814K 0.01% 577
2024
Q3 		$7.43M Buy
71,444
+17,175
+32% +$1.64M 0.02% 533
2024
Q2 		$5.22M Sell
54,269
-3,624
-6% -$349K 0.01% 577
2024
Q1 		$5.75M Sell
57,893
-14,468
-20% -$1.34M 0.01% 546
2023
Q4 		$6.47M Buy
72,361
+39,318
+119% +$3.27M 0.02% 505
2023
Q3 		$2.65M Buy
33,043
+1,422
+4% +$122K 0.01% 556
2023
Q2 		$2.81M Sell
31,621
-2,800
-8% -$236K 0.01% 646
2023
Q1 		$2.91M Sell
34,421
-99,299
-74% -$8.22M 0.01% 646
2022
Q4 		$10.5M Buy
133,720
+113,492
+561% +$8.38M 0.05% 323
2022
Q3 		$1.29M Buy
20,228
+19,555
+2,906% +$1.43M 0.01% 480
2022
Q2 		$48K Sell
673
-25,064
-97% -$1.85M ﹤0.01% 2118
2022
Q1 		$1.98M Sell
25,737
-7,950
-24% -$635K 0.02% 627
2021
Q4 		$2.93M Sell
33,687
-14,249
-30% -$1.19M 0.03% 657
2021
Q3 		$3.94M Buy
47,936
+24,635
+106% +$2.17M 0.05% 495
2021
Q2 		$1.91M Sell
23,301
-4,611
-17% -$355K 0.03% 628
2021
Q1 		$1.91M Sell
27,912
-312
-1% -$20.4K 0.03% 526
2020
Q4 		$1.91M Buy
28,224
+394
+1% +$25.6K 0.04% 452
2020
Q3 		$1.74M Sell
27,830
-6,292
-18% -$385K 0.04% 469
2020
Q2 		$1.94M Buy
+34,122
New +$1.77M 0.04% 375

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

Pacer Advisors's OTIS Position: Q2 2026 in Review

Pacer Advisors increased its Otis Worldwide (OTIS) stake by 6,770% in Q2 2026, buying an estimated $101M and bringing the position to 1,367,999 shares worth $97.9M. The position accounts for 0.25% of the portfolio, ranked #100.

Pacer Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Pacer Advisors held 1,367,999 shares of Otis Worldwide worth $97.9M as of Q2 2026.
  • Pacer Advisors bought 1,348,087 Otis Worldwide shares in Q2 2026, an estimated $101M.
  • Otis Worldwide made up 0.25% of Pacer Advisors's portfolio in Q2 2026, its #100 holding.
  • Pacer Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pacer Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.