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Quarry LP’s Otis Worldwide OTIS Stock Holding History

Quarry LP’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 		$329K Buy
4,595
+32
+0.7% +$2.39K 0.03% 233
2026
Q1 		$352K Sell
4,563
-1,932
-30% -$169K 0.06% 211
2025
Q4 		$567K Buy
+6,495
New +$581K 0.09% 122
2025
Q3 		– Sell
-588
Closed -$58.2K – 2417
2025
Q2 		$58.2K Sell
588
-4,690
-89% -$453K 0.01% 787
2025
Q1 		$545K Buy
5,278
+2,059
+64% +$201K 0.12% 152
2024
Q4 		$298K Buy
3,219
+3,179
+7,948% +$319K 0.04% 202
2024
Q3 		$4.16K Sell
40
-1,961
-98% -$187K ﹤0.01% 1456
2024
Q2 		$193K Buy
2,001
+1,204
+151% +$116K 0.06% 175
2024
Q1 		$79.1K Buy
797
+134
+20% +$12.4K 0.02% 288
2023
Q4 		$59.3K Sell
663
-815
-55% -$67.8K 0.01% 272
2023
Q3 		$119K Buy
1,478
+1,372
+1,294% +$117K 0.03% 184
2023
Q2 		$9.44K Buy
+106
New +$8.93K ﹤0.01% 855

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

Quarry LP's OTIS Position: Q2 2026 in Review

Quarry LP increased its Otis Worldwide (OTIS) stake by 0.7% in Q2 2026, buying an estimated $2.39K and bringing the position to 4,595 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #233.

Quarry LP first reported a position in OTIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $567K in Q4 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Quarry LP held 4,595 shares of Otis Worldwide worth $329K as of Q2 2026.
  • Quarry LP bought 32 Otis Worldwide shares in Q2 2026, an estimated $2.39K.
  • Otis Worldwide made up 0.03% of Quarry LP's portfolio in Q2 2026, its #233 holding.
  • Quarry LP first reported a position in Otis Worldwide in Q2 2023 and has held it in 12 quarters since.
  • Quarry LP's Otis Worldwide position peaked at $567K in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.