PCM
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Penserra Capital Management’s Otis Worldwide OTIS Stock Holding History

Penserra Capital 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 		$163K Buy
2,284
+47
+2% +$3.51K ﹤0.01% 719
2026
Q1 		$171K Buy
2,237
+69
+3% +$6.04K ﹤0.01% 684
2025
Q4 		$188K Sell
2,168
-30
-1% -$2.68K ﹤0.01% 679
2025
Q3 		$200K Buy
2,198
+24
+1% +$2.18K ﹤0.01% 707
2025
Q2 		$215K Sell
2,174
-8,176
-79% -$789K ﹤0.01% 638
2025
Q1 		$1.07M Buy
10,350
+7,464
+259% +$729K 0.02% 413
2024
Q4 		$266K Buy
2,886
+948
+49% +$95.1K ﹤0.01% 692
2024
Q3 		$201K Buy
1,938
+22
+1% +$2.1K ﹤0.01% 705
2024
Q2 		$184K Sell
1,916
-15
-0.8% -$1.45K ﹤0.01% 744
2024
Q1 		$191K Sell
1,931
-1,792
-48% -$166K ﹤0.01% 741
2023
Q4 		$331K Sell
3,723
-750
-17% -$62.4K 0.01% 618
2023
Q3 		$358K Sell
4,473
-267
-6% -$22.8K 0.01% 603
2023
Q2 		$420K Buy
4,740
+2,528
+114% +$213K 0.01% 590
2023
Q1 		$185K Sell
2,212
-38,060
-95% -$3.15M ﹤0.01% 711
2022
Q4 		$3.15M Buy
40,272
+38,248
+1,890% +$2.82M 0.07% 251
2022
Q3 		$129K Buy
2,024
+52
+3% +$3.8K ﹤0.01% 706
2022
Q2 		$139K Sell
1,972
-62
-3% -$4.57K ﹤0.01% 723
2022
Q1 		$156K Buy
2,034
+120
+6% +$9.59K ﹤0.01% 762
2021
Q4 		$166K Buy
1,914
+353
+23% +$29.5K ﹤0.01% 730
2021
Q3 		$128K Buy
1,561
+155
+11% +$13.6K ﹤0.01% 715
2021
Q2 		$114K Buy
1,406
+313
+29% +$24.1K ﹤0.01% 762
2021
Q1 		$74K Buy
1,093
+173
+19% +$11.3K ﹤0.01% 747
2020
Q4 		$62K Buy
920
+206
+29% +$13.4K ﹤0.01% 660
2020
Q3 		$44K Buy
714
+84
+13% +$5.14K ﹤0.01% 644
2020
Q2 		$35K Buy
+630
New +$32.6K ﹤0.01% 673

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

Penserra Capital Management's OTIS Position: Q2 2026 in Review

Penserra Capital Management increased its Otis Worldwide (OTIS) stake by 2.1% in Q2 2026, buying an estimated $3.51K and bringing the position to 2,284 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Penserra Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.15M in Q4 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Penserra Capital Management held 2,284 shares of Otis Worldwide worth $163K as of Q2 2026.
  • Penserra Capital Management bought 47 Otis Worldwide shares in Q2 2026, an estimated $3.51K.
  • Otis Worldwide made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #719 holding.
  • Penserra Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Penserra Capital Management's Otis Worldwide position peaked at $3.15M in Q4 2022.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.