PI
OTIS icon

PineBridge Investments’s Otis Worldwide OTIS Stock Holding History

PineBridge Investments’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 		$15.4M Sell
215,750
-45,518
-17% -$3.4M 0.13% 147
2026
Q1 		$20.1M Buy
261,268
+14,628
+6% +$1.28M 0.17% 120
2025
Q4 		$21.5M Buy
246,640
+83,359
+51% +$7.46M 0.16% 116
2025
Q3 		$14.9M Buy
163,281
+42,605
+35% +$3.87M 0.11% 152
2025
Q2 		$11.9M Buy
120,676
+96,578
+401% +$9.32M 0.09% 199
2025
Q1 		$2.49M Buy
24,098
+3
+0% +$293 0.02% 401
2024
Q4 		$2.23M Sell
24,095
-579,180
-96% -$58.1M 0.02% 527
2024
Q3 		$62.7M Sell
603,275
-23,131
-4% -$2.2M 0.47% 44
2024
Q2 		$60.3M Sell
626,406
-130,989
-17% -$12.6M 0.49% 34
2024
Q1 		$75.2M Buy
757,395
+32,782
+5% +$3.03M 0.6% 28
2023
Q4 		$64.8M Buy
724,613
+8,281
+1% +$689K 0.6% 31
2023
Q3 		$57.5M Buy
716,332
+186,699
+35% +$16M 0.64% 26
2023
Q2 		$47.1M Buy
529,633
+158,323
+43% +$13.3M 0.51% 41
2023
Q1 		$31.3M Buy
371,310
+132,640
+56% +$11M 0.35% 73
2022
Q4 		$18.7M Buy
238,670
+23,168
+11% +$1.71M 0.23% 129
2022
Q3 		$13.7M Buy
215,502
+20,814
+11% +$1.52M 0.18% 148
2022
Q2 		$13.8M Buy
194,688
+19,259
+11% +$1.42M 0.17% 146
2022
Q1 		$13.5M Buy
175,429
+4,808
+3% +$384K 0.14% 169
2021
Q4 		$14.9M Buy
170,621
+579
+0.3% +$48.5K 0.15% 156
2021
Q3 		$14M Sell
170,042
-145,102
-46% -$12.8M 0.17% 149
2021
Q2 		$25.8M Sell
315,144
-4,970
-2% -$383K 0.3% 81
2021
Q1 		$21.9M Buy
320,114
+66,270
+26% +$4.33M 0.28% 85
2020
Q4 		$17.1M Sell
253,844
-56,935
-18% -$3.69M 0.26% 90
2020
Q3 		$19.4M Buy
310,779
+160,246
+106% +$9.8M 0.34% 73
2020
Q2 		$8.56M Buy
+150,533
New +$7.8M 0.16% 153

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

PineBridge Investments's OTIS Position: Q2 2026 in Review

PineBridge Investments reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2026, selling an estimated $3.4M and leaving 215,750 shares worth $15.4M. The position accounts for 0.13% of the portfolio, ranked #147.

PineBridge Investments first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $75.2M in Q1 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • PineBridge Investments held 215,750 shares of Otis Worldwide worth $15.4M as of Q2 2026.
  • PineBridge Investments sold 45,518 Otis Worldwide shares in Q2 2026, an estimated $3.4M.
  • Otis Worldwide made up 0.13% of PineBridge Investments's portfolio in Q2 2026, its #147 holding.
  • PineBridge Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • PineBridge Investments's Otis Worldwide position peaked at $75.2M in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on PineBridge Investments's 13F filing for Q2 2026, filed 14 Aug 2026.