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Pallas Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Pallas Capital 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 		$846K Buy
+11,809
New +$882K 0.03% 411
2025
Q4 		– Sell
-6,901
Closed -$631K – 934
2025
Q3 		$631K Buy
+6,901
New +$626K 0.02% 453

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

Pallas Capital Advisors's OTIS Position: Q2 2026 in Review

Pallas Capital Advisors opened a new position in Otis Worldwide (OTIS) in Q2 2026: 11,809 shares worth $846K. The stake represents 0.03% of the portfolio and ranks #411 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in OTIS as recently as Q3 2025.

Pallas Capital Advisors first reported a position in OTIS in Q3 2025 and has held it in 2 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Pallas Capital Advisors held 11,809 shares of Otis Worldwide worth $846K as of Q2 2026.
  • Otis Worldwide was a new Pallas Capital Advisors position in Q2 2026.
  • Otis Worldwide made up 0.03% of Pallas Capital Advisors's portfolio in Q2 2026, its #411 holding.
  • Pallas Capital Advisors first reported a position in Otis Worldwide in Q3 2025 and has held it in 2 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.