Plato Investment Management’s Otis Worldwide OTIS Stock Holding History

Plato Investment 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	$1.4M	Hold	19,718	–	–	0.08%	223
2026 Q1	$1.52M	Buy	19,718 +685	+4%	+$59.9K	0.1%	204
2025 Q4	$1.67M	Hold	19,033	–	–	0.11%	190
2025 Q3	$1.73M	Hold	19,033	–	–	0.12%	187
2025 Q2	$1.88M	Sell	19,033 -3,712	-16%	-$358K	0.14%	168
2025 Q1	$2.37M	Hold	22,745	–	–	0.2%	122
2024 Q4	$2.11M	Hold	22,745	–	–	0.16%	143
2024 Q3	$2.36M	Hold	22,745	–	–	0.19%	125
2024 Q2	$2.19M	Hold	22,745	–	–	0.2%	110
2024 Q1	$2.26M	Buy	22,745 +21,772	+2,238%	+$2.01M	0.23%	111
2023 Q4	$87.1K	Buy	+973	New	+$80.9K	0.11%	172

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Plato Investment Management's OTIS Position: Q2 2026 in Review

Plato Investment Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 19,718 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #223.

Plato Investment Management first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Plato Investment Management held 19,718 shares of Otis Worldwide worth $1.4M as of Q2 2026.
Plato Investment Management left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.08% of Plato Investment Management's portfolio in Q2 2026, its #223 holding.
Plato Investment Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Otis Worldwide position peaked at $2.37M in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.