PEAK6
OTIS icon

PEAK6’s Otis Worldwide OTIS Stock Holding History

PEAK6’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 		$1.95M Sell
27,300
-57,800
-68% -$4.32M ﹤0.01% 1341
2026
Q1 		$6.56M Buy
+85,100
New +$7.45M 0.02% 767
2025
Q4 		– Sell
-26,900
Closed -$2.46M – 3238
2025
Q3 		$2.46M Buy
26,900
+22,400
+498% +$2.03M ﹤0.01% 1389
2025
Q2 		$446K Buy
+4,500
New +$434K ﹤0.01% 2166
2025
Q1 		– Sell
-13,100
Closed -$1.21M – 3446
2024
Q4 		$1.21M Buy
+13,100
New +$1.31M ﹤0.01% 1711

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

PEAK6's OTIS Position: Q2 2026 in Review

PEAK6 reduced its Otis Worldwide (OTIS) stake by 69% in Q2 2026, selling an estimated $3.38M and leaving 20,719 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

PEAK6 first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.08M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • PEAK6 held 20,719 shares of Otis Worldwide worth $1.48M as of Q2 2026.
  • PEAK6 sold 45,185 Otis Worldwide shares in Q2 2026, an estimated $3.38M.
  • Otis Worldwide made up ﹤0.01% of PEAK6's portfolio in Q2 2026, its #1492 holding.
  • PEAK6 first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • PEAK6's Otis Worldwide position peaked at $5.08M in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on PEAK6's 13F filing for Q2 2026, filed 13 Aug 2026.