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Parallel Advisors’s Otis Worldwide OTIS Stock Holding History

Parallel 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 		$567K Buy
7,918
+1,653
+26% +$123K 0.01% 738
2026
Q1 		$483K Sell
6,265
-669
-10% -$58.5K 0.01% 737
2025
Q4 		$606K Sell
6,934
-547
-7% -$48.9K 0.01% 613
2025
Q3 		$684K Sell
7,481
-601
-7% -$54.6K 0.01% 557
2025
Q2 		$800K Sell
8,082
-1,184
-13% -$114K 0.02% 485
2025
Q1 		$956K Sell
9,266
-456
-5% -$44.5K 0.02% 406
2024
Q4 		$900K Buy
9,722
+439
+5% +$44K 0.02% 426
2024
Q3 		$965K Sell
9,283
-158
-2% -$15.1K 0.02% 393
2024
Q2 		$909K Buy
9,441
+242
+3% +$23.3K 0.02% 384
2024
Q1 		$913K Buy
9,199
+211
+2% +$19.5K 0.02% 387
2023
Q4 		$804K Sell
8,988
-136
-1% -$11.3K 0.02% 382
2023
Q3 		$733K Buy
9,124
+13
+0.1% +$1.11K 0.02% 372
2023
Q2 		$811K Buy
9,111
+256
+3% +$21.6K 0.03% 358
2023
Q1 		$747K Buy
8,855
+723
+9% +$59.8K 0.03% 366
2022
Q4 		$637K Sell
8,132
-216
-3% -$15.9K 0.03% 346
2022
Q3 		$533K Buy
8,348
+423
+5% +$30.9K 0.02% 376
2022
Q2 		$560K Buy
7,925
+782
+11% +$57.6K 0.03% 365
2022
Q1 		$555K Sell
7,143
-330
-4% -$26.4K 0.02% 402
2021
Q4 		$651K Buy
7,473
+113
+2% +$9.46K 0.02% 369
2021
Q3 		$606K Buy
7,360
+245
+3% +$21.5K 0.02% 356
2021
Q2 		$582K Buy
7,115
+267
+4% +$20.5K 0.02% 353
2021
Q1 		$469K Buy
6,848
+228
+3% +$14.9K 0.02% 363
2020
Q4 		$447K Sell
6,620
-829
-11% -$53.8K 0.02% 349
2020
Q3 		$465K Buy
7,449
+167
+2% +$10.2K 0.03% 323
2020
Q2 		$414K Buy
+7,282
New +$377K 0.03% 339

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

Parallel Advisors's OTIS Position: Q2 2026 in Review

Parallel Advisors increased its Otis Worldwide (OTIS) stake by 26% in Q2 2026, buying an estimated $123K and bringing the position to 7,918 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #738.

Parallel Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $965K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Parallel Advisors held 7,918 shares of Otis Worldwide worth $567K as of Q2 2026.
  • Parallel Advisors bought 1,653 Otis Worldwide shares in Q2 2026, an estimated $123K.
  • Otis Worldwide made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #738 holding.
  • Parallel Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Parallel Advisors's Otis Worldwide position peaked at $965K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.