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Principal Securities’s Otis Worldwide OTIS Stock Holding History

Principal Securities’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 		$1.75M Buy
24,439
+11,863
+94% +$886K 0.02% 602
2026
Q1 		$969K Sell
12,576
-159
-1% -$13.9K 0.01% 737
2025
Q4 		$1.11M Buy
12,735
+692
+6% +$61.9K 0.02% 666
2025
Q3 		$1.1M Buy
12,043
+2,696
+29% +$245K 0.02% 636
2025
Q2 		$926K Sell
9,347
-4,799
-34% -$463K 0.02% 637
2025
Q1 		$1.31M Buy
14,146
+1
+0% +$98 0.03% 467
2024
Q4 		$1.31M Sell
14,145
-1,591
-10% -$160K 0.03% 466
2024
Q3 		$1.64M Buy
15,736
+2,248
+17% +$214K 0.04% 409
2024
Q2 		$1.3M Buy
13,488
+918
+7% +$88.5K 0.04% 414
2024
Q1 		$1.25M Buy
12,570
+2,011
+19% +$186K 0.04% 395
2023
Q4 		$945K Buy
+10,559
New +$878K 0.04% 430

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 $3.37T AUM 44.26% 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

Principal Securities's OTIS Position: Q2 2026 in Review

Principal Securities increased its Otis Worldwide (OTIS) stake by 94% in Q2 2026, buying an estimated $886K and bringing the position to 24,439 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #602.

Principal Securities first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Principal Securities held 24,439 shares of Otis Worldwide worth $1.75M as of Q2 2026.
  • Principal Securities bought 11,863 Otis Worldwide shares in Q2 2026, an estimated $886K.
  • Otis Worldwide made up 0.02% of Principal Securities's portfolio in Q2 2026, its #602 holding.
  • Principal Securities first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.