QCG
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Quadrant Capital Group’s Otis Worldwide OTIS Stock Holding History

Quadrant Capital Group’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 		$599K Sell
8,364
-5,230
-38% -$391K 0.02% 799
2026
Q1 		$1.05M Buy
13,594
+6,856
+102% +$600K 0.03% 545
2025
Q4 		$589K Sell
6,738
-68
-1% -$6.08K 0.02% 835
2025
Q3 		$622K Sell
6,806
-3,701
-35% -$336K 0.02% 753
2025
Q2 		$1.04M Buy
10,507
+3,450
+49% +$333K 0.04% 463
2025
Q1 		$728K Buy
7,057
+3,075
+77% +$300K 0.03% 517
2024
Q4 		$369K Buy
3,982
+10
+0.3% +$1K 0.03% 424
2024
Q3 		$413K Sell
3,972
-195
-5% -$18.6K 0.03% 400
2024
Q2 		$401K Buy
4,167
+478
+13% +$46.1K 0.03% 383
2024
Q1 		$366K Sell
3,689
-20
-0.5% -$1.85K 0.03% 402
2023
Q4 		$332K Buy
3,709
+476
+15% +$39.6K 0.03% 412
2023
Q3 		$260K Buy
3,233
+114
+4% +$9.75K 0.03% 426
2023
Q2 		$278K Sell
3,119
-24
-0.8% -$2.02K 0.03% 408
2023
Q1 		$265K Buy
3,143
+58
+2% +$4.8K 0.03% 426
2022
Q4 		$242K Buy
3,085
+187
+6% +$13.8K 0.03% 426
2022
Q3 		$185K Buy
2,898
+69
+2% +$5.05K 0.02% 457
2022
Q2 		$200K Buy
2,829
+3
+0.1% +$221 0.03% 432
2022
Q1 		$217K Buy
2,826
+47
+2% +$3.76K 0.03% 427
2021
Q4 		$242K Buy
2,779
+362
+15% +$30.3K 0.03% 388
2021
Q3 		$199K Buy
2,417
+76
+3% +$6.68K 0.03% 393
2021
Q2 		$191K Buy
2,341
+131
+6% +$10.1K 0.03% 402
2021
Q1 		$151K Buy
2,210
+45
+2% +$2.94K 0.02% 433
2020
Q4 		$146K Sell
2,165
-13
-0.6% -$843 0.03% 383
2020
Q3 		$136K Buy
2,178
+122
+6% +$7.46K 0.03% 347
2020
Q2 		$117K Buy
+2,056
New +$107K 0.03% 401

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

Quadrant Capital Group's OTIS Position: Q2 2026 in Review

Quadrant Capital Group reduced its Otis Worldwide (OTIS) stake by 38% in Q2 2026, selling an estimated $391K and leaving 8,364 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #799.

Quadrant Capital Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.05M in Q1 2026. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Quadrant Capital Group held 8,364 shares of Otis Worldwide worth $599K as of Q2 2026.
  • Quadrant Capital Group sold 5,230 Otis Worldwide shares in Q2 2026, an estimated $391K.
  • Otis Worldwide made up 0.02% of Quadrant Capital Group's portfolio in Q2 2026, its #799 holding.
  • Quadrant Capital Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Quadrant Capital Group's Otis Worldwide position peaked at $1.05M in Q1 2026.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Quadrant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.