RF
OTIS icon

Rossby Financial’s Otis Worldwide OTIS Stock Holding History

Rossby Financial’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 		$53.8K Sell
752
-19
-2% -$1.42K 0.01% 671
2026
Q1 		$59.7K Buy
771
+692
+876% +$60.5K 0.01% 691
2025
Q4 		$6.9K Buy
79
+31
+65% +$2.77K ﹤0.01% 1030
2025
Q3 		$4.43K Hold
48
– – ﹤0.01% 1004
2025
Q2 		$4.75K Buy
48
+8
+20% +$772 ﹤0.01% 912
2025
Q1 		$3.72K Buy
+40
New +$3.91K ﹤0.01% 837

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

Rossby Financial's OTIS Position: Q2 2026 in Review

Rossby Financial reduced its Otis Worldwide (OTIS) stake by 2.5% in Q2 2026, selling an estimated $1.42K and leaving 752 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #671.

Rossby Financial first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $59.7K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Rossby Financial held 752 shares of Otis Worldwide worth $53.8K as of Q2 2026.
  • Rossby Financial sold 19 Otis Worldwide shares in Q2 2026, an estimated $1.42K.
  • Otis Worldwide made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #671 holding.
  • Rossby Financial first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Otis Worldwide position peaked at $59.7K in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.