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Rakuten Securities’s Otis Worldwide OTIS Stock Holding History

Rakuten Securities’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 		$6.44K Buy
90
+88
+4,400% +$6.57K ﹤0.01% 527
2026
Q1 		$154 Hold
2
– – ﹤0.01% 810
2025
Q4 		$175 Hold
2
– – ﹤0.01% 830
2025
Q3 		$183 Buy
2
+1
+100% +$91 ﹤0.01% 837
2025
Q2 		$99 Hold
1
– – ﹤0.01% 797
2025
Q1 		$103 Buy
+1
New +$98 ﹤0.01% 791

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

Rakuten Securities's OTIS Position: Q2 2026 in Review

Rakuten Securities increased its Otis Worldwide (OTIS) stake by 4,400% in Q2 2026, buying an estimated $6.57K and bringing the position to 90 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Rakuten Securities first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Rakuten Securities held 90 shares of Otis Worldwide worth $6.44K as of Q2 2026.
  • Rakuten Securities bought 88 Otis Worldwide shares in Q2 2026, an estimated $6.57K.
  • Otis Worldwide made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #527 holding.
  • Rakuten Securities first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.