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Panagora Asset Management’s Otis Worldwide OTIS Stock Holding History

Panagora 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 		$738K Buy
10,312
+7,685
+293% +$574K ﹤0.01% 803
2026
Q1 		$202K Hold
2,627
– – ﹤0.01% 1100
2025
Q4 		$229K Hold
2,627
– – ﹤0.01% 1085
2025
Q3 		$240K Sell
2,627
-5,020
-66% -$456K ﹤0.01% 1028
2025
Q2 		$757K Sell
7,647
-1,005
-12% -$97K ﹤0.01% 694
2025
Q1 		$893K Buy
8,652
+437
+5% +$42.7K ﹤0.01% 683
2024
Q4 		$761K Buy
8,215
+253
+3% +$25.4K ﹤0.01% 718
2024
Q3 		$828K Sell
7,962
-10
-0.1% -$953 ﹤0.01% 780
2024
Q2 		$767K Sell
7,972
-2,032
-20% -$196K ﹤0.01% 803
2024
Q1 		$993K Sell
10,004
-201
-2% -$18.6K 0.01% 802
2023
Q4 		$913K Hold
10,205
– – 0.01% 842
2023
Q3 		$820K Buy
10,205
+1,955
+24% +$167K 0.01% 838
2023
Q2 		$734K Sell
8,250
-106
-1% -$8.93K ﹤0.01% 884
2023
Q1 		$705K Sell
8,356
-12,430
-60% -$1.03M ﹤0.01% 975
2022
Q4 		$1.63M Buy
20,786
+5,186
+33% +$383K 0.01% 699
2022
Q3 		$995K Hold
15,600
– – 0.01% 861
2022
Q2 		$1.1M Sell
15,600
-8,797
-36% -$648K 0.01% 842
2022
Q1 		$1.88M Buy
24,397
+18,937
+347% +$1.51M 0.01% 698
2021
Q4 		$475K Sell
5,460
-3,686
-40% -$309K ﹤0.01% 1236
2021
Q3 		$753K Sell
9,146
-22
-0.2% -$1.94K ﹤0.01% 1102
2021
Q2 		$750K Sell
9,168
-899
-9% -$69.2K ﹤0.01% 1149
2021
Q1 		$689K Sell
10,067
-213,689
-96% -$14M ﹤0.01% 1179
2020
Q4 		$15.1M Sell
223,756
-7,901
-3% -$513K 0.09% 207
2020
Q3 		$14.5M Sell
231,657
-3,221
-1% -$197K 0.09% 196
2020
Q2 		$13.4M Buy
+234,878
New +$12.2M 0.09% 222

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

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

Panagora Asset Management increased its Otis Worldwide (OTIS) stake by 293% in Q2 2026, buying an estimated $574K and bringing the position to 10,312 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Panagora Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.1M in Q4 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Panagora Asset Management held 10,312 shares of Otis Worldwide worth $738K as of Q2 2026.
  • Panagora Asset Management bought 7,685 Otis Worldwide shares in Q2 2026, an estimated $574K.
  • Otis Worldwide made up ﹤0.01% of Panagora Asset Management's portfolio in Q2 2026, its #803 holding.
  • Panagora Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Panagora Asset Management's Otis Worldwide position peaked at $15.1M in Q4 2020.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.