Ray Dalio
OTIS icon

Ray Dalio’s Otis Worldwide OTIS Stock Holding History

Ray Dalio’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 		$26.1M Buy
364,278
+85,867
+31% +$6.41M 0.11% 160
2026
Q1 		$21.5M Buy
278,411
+53,218
+24% +$4.66M 0.1% 147
2025
Q4 		$19.7M Buy
225,193
+121,344
+117% +$10.9M 0.07% 213
2025
Q3 		$9.49M Buy
+103,849
New +$9.43M 0.04% 341
2024
Q3 		– Sell
-3,992
Closed -$384K – 880
2024
Q2 		$384K Buy
+3,992
New +$385K ﹤0.01% 788
2021
Q3 		– Sell
-43,774
Closed -$3.58M – 771
2021
Q2 		$3.58M Buy
+43,774
New +$3.37M 0.02% 394
2021
Q1 		– Sell
-37,501
Closed -$2.53M – 572
2020
Q4 		$2.53M Buy
37,501
+11,221
+43% +$728K 0.02% 273
2020
Q3 		$1.64M Buy
+26,280
New +$1.61M 0.02% 295

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

Ray Dalio's OTIS Position: Q2 2026 in Review

Ray Dalio increased its Otis Worldwide (OTIS) stake by 31% in Q2 2026, buying an estimated $6.41M and bringing the position to 364,278 shares worth $26.1M. The position accounts for 0.11% of the portfolio, ranked #160.

Ray Dalio first reported a position in OTIS in Q3 2020 and has held it in 8 quarters since. 1,233 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ray Dalio held 364,278 shares of Otis Worldwide worth $26.1M as of Q2 2026.
  • Ray Dalio bought 85,867 Otis Worldwide shares in Q2 2026, an estimated $6.41M.
  • Otis Worldwide made up 0.11% of Ray Dalio's portfolio in Q2 2026, its #160 holding.
  • Ray Dalio first reported a position in Otis Worldwide in Q3 2020 and has held it in 8 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.