Rakuten Investment Management
OTIS icon

Rakuten Investment Management’s Otis Worldwide OTIS Stock Holding History

Rakuten 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 		$4.65M Buy
63,787
+5,357
+9% +$400K 0.01% 300
2026
Q1 		$4.46M Buy
58,430
+6,395
+12% +$560K 0.01% 274
2025
Q4 		$4.58M Buy
52,035
+51,699
+15,387% +$4.63M 0.02% 292
2025
Q3 		$2.72M Buy
+336
New +$30.5K 0.01% 357
2025
Q1 		$3.71M Buy
+36,323
New +$3.55M 0.02% 262
2024
Q3 		$2.39M Buy
22,925
+5,694
+33% +$542K 0.01% 209
2024
Q2 		$1.65M Buy
17,231
+5,981
+53% +$576K 0.01% 214
2024
Q1 		$1.12M Buy
11,250
+9,922
+747% +$917K 0.01% 208
2023
Q4 		$119K Buy
+1,328
New +$110K ﹤0.01% 158

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

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

Rakuten Investment Management increased its Otis Worldwide (OTIS) stake by 9.2% in Q2 2026, buying an estimated $400K and bringing the position to 63,787 shares worth $4.65M. The position accounts for 0.01% of the portfolio, ranked #300.

Rakuten Investment Management first reported a position in OTIS in Q4 2023 and has held it in 9 quarters since. 1,233 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Rakuten Investment Management held 63,787 shares of Otis Worldwide worth $4.65M as of Q2 2026.
  • Rakuten Investment Management bought 5,357 Otis Worldwide shares in Q2 2026, an estimated $400K.
  • Otis Worldwide made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #300 holding.
  • Rakuten Investment Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 9 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.