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Quantinno Capital Management’s Otis Worldwide OTIS Stock Holding History

Quantinno Capital 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 		$45.4M Buy
633,649
+385,539
+155% +$28.8M 0.05% 428
2026
Q1 		$19.1M Buy
248,110
+104,990
+73% +$9.19M 0.03% 640
2025
Q4 		$12.5M Buy
143,120
+54,538
+62% +$4.88M 0.03% 699
2025
Q3 		$8.1M Sell
88,582
-85,985
-49% -$7.81M 0.02% 748
2025
Q2 		$17.3M Sell
174,567
-15,847
-8% -$1.53M 0.07% 303
2025
Q1 		$19.7M Buy
190,414
+127,148
+201% +$12.4M 0.13% 155
2024
Q4 		$5.86M Buy
63,266
+33,061
+109% +$3.32M 0.06% 417
2024
Q3 		$3.14M Sell
30,205
-2,526
-8% -$241K 0.04% 560
2024
Q2 		$3.15M Buy
32,731
+4,415
+16% +$425K 0.06% 412
2024
Q1 		$2.81M Buy
28,316
+2,689
+10% +$249K 0.06% 382
2023
Q4 		$2.29M Buy
25,627
+13,641
+114% +$1.13M 0.08% 313
2023
Q3 		$963K Buy
+11,986
New +$1.03M 0.04% 526

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

Quantinno Capital Management's OTIS Position: Q2 2026 in Review

Quantinno Capital Management increased its Otis Worldwide (OTIS) stake by 155% in Q2 2026, buying an estimated $28.8M and bringing the position to 633,649 shares worth $45.4M. The position accounts for 0.05% of the portfolio, ranked #428.

Quantinno Capital Management first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Quantinno Capital Management held 633,649 shares of Otis Worldwide worth $45.4M as of Q2 2026.
  • Quantinno Capital Management bought 385,539 Otis Worldwide shares in Q2 2026, an estimated $28.8M.
  • Otis Worldwide made up 0.05% of Quantinno Capital Management's portfolio in Q2 2026, its #428 holding.
  • Quantinno Capital Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.