QT
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Quantbot Technologies’s Otis Worldwide OTIS Stock Holding History

Quantbot Technologies’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 		$8.7M Sell
121,483
-13,350
-10% -$997K 0.34% 41
2026
Q1 		$10.4M Sell
134,833
-78,419
-37% -$6.86M 0.43% 23
2025
Q4 		$18.6M Buy
213,252
+56,945
+36% +$5.09M 0.62% 4
2025
Q3 		$14.3M Buy
156,307
+59,260
+61% +$5.38M 0.39% 29
2025
Q2 		$9.61M Buy
+97,047
New +$9.37M 0.25% 90
2025
Q1 		– Sell
-19,239
Closed -$1.78M – 1774
2024
Q4 		$1.78M Buy
+19,239
New +$1.93M 0.07% 447
2023
Q4 		– Sell
-3,986
Closed -$320K – 1880
2023
Q3 		$320K Buy
+3,986
New +$341K 0.02% 767
2023
Q1 		– Sell
-20,309
Closed -$1.59M – 1922
2022
Q4 		$1.59M Sell
20,309
-22,244
-52% -$1.64M 0.11% 268
2022
Q3 		$2.71M Buy
+42,553
New +$3.11M 0.2% 145
2022
Q2 		– Sell
-6,169
Closed -$474K – 2012
2022
Q1 		$474K Buy
+6,169
New +$493K 0.04% 597
2021
Q4 		– Sell
-121,492
Closed -$10M – 1803
2021
Q3 		$10M Buy
+121,492
New +$10.7M 0.73% 7

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

Quantbot Technologies's OTIS Position: Q2 2026 in Review

Quantbot Technologies reduced its Otis Worldwide (OTIS) stake by 9.9% in Q2 2026, selling an estimated $997K and leaving 121,483 shares worth $8.7M. The position accounts for 0.34% of the portfolio, ranked #41.

Quantbot Technologies first reported a position in OTIS in Q3 2021 and has held it in 11 quarters since. The position peaked at $18.6M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Quantbot Technologies held 121,483 shares of Otis Worldwide worth $8.7M as of Q2 2026.
  • Quantbot Technologies sold 13,350 Otis Worldwide shares in Q2 2026, an estimated $997K.
  • Otis Worldwide made up 0.34% of Quantbot Technologies's portfolio in Q2 2026, its #41 holding.
  • Quantbot Technologies first reported a position in Otis Worldwide in Q3 2021 and has held it in 11 quarters since.
  • Quantbot Technologies's Otis Worldwide position peaked at $18.6M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.