Quantitative Investment Management’s Otis Worldwide OTIS Stock Holding History

Quantitative 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	$906K	Buy	+12,662	New	+$946K	0.1%	235
2026 Q1	–	Sell	-7,332	Closed	-$640K	–	513
2025 Q4	$640K	Sell	7,332 -3,601	-33%	-$322K	0.06%	281
2025 Q3	$999K	Buy	+10,933	New	+$992K	0.14%	136
2025 Q2	–	Sell	-15,350	Closed	-$1.58M	–	428
2025 Q1	$1.58M	Buy	+15,350	New	+$1.5M	0.15%	139

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 $3.37T AUM 44.26% 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

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

Quantitative Investment Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 12,662 shares worth $906K. The stake represents 0.1% of the portfolio and ranks #235 among its holdings. This is a return to the name: Quantitative Investment Management previously reported a position in OTIS as recently as Q4 2025.

Quantitative Investment Management first reported a position in OTIS in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.58M in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Quantitative Investment Management held 12,662 shares of Otis Worldwide worth $906K as of Q2 2026.
Otis Worldwide was a new Quantitative Investment Management position in Q2 2026.
Otis Worldwide made up 0.1% of Quantitative Investment Management's portfolio in Q2 2026, its #235 holding.
Quantitative Investment Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 4 quarters since.
Quantitative Investment Management's Otis Worldwide position peaked at $1.58M in Q1 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Quantitative Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.