Russell Investments Group
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Russell Investments Group’s Otis Worldwide OTIS Stock Holding History

Russell Investments Group’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
Q1 		$111M Buy
1,433,927
+22,556
+2% +$1.97M 0.12% 178
2025
Q4 		$123M Sell
1,411,371
-261,995
-16% -$23.4M 0.13% 147
2025
Q3 		$153M Buy
1,673,366
+100,029
+6% +$9.08M 0.17% 106
2025
Q2 		$156M Buy
1,573,337
+210,416
+15% +$20.3M 0.2% 89
2025
Q1 		$141M Buy
1,362,921
+17,370
+1% +$1.7M 0.19% 102
2024
Q4 		$125M Buy
1,345,551
+212,555
+19% +$21.3M 0.17% 115
2024
Q3 		$118M Sell
1,132,996
-12,500
-1% -$1.19M 0.17% 123
2024
Q2 		$110M Sell
1,145,496
-139,892
-11% -$13.5M 0.18% 107
2024
Q1 		$128M Buy
1,285,388
+23,789
+2% +$2.2M 0.2% 99
2023
Q4 		$113M Sell
1,261,599
-27,400
-2% -$2.28M 0.2% 100
2023
Q3 		$104M Buy
1,288,999
+57,873
+5% +$4.95M 0.21% 94
2023
Q2 		$110M Buy
1,231,126
+175,812
+17% +$14.8M 0.21% 91
2023
Q1 		$88.9M Buy
1,055,314
+195,102
+23% +$16.1M 0.17% 128
2022
Q4 		$67.5M Sell
860,212
-1,836
-0.2% -$136K 0.14% 171
2022
Q3 		$55.1M Buy
862,048
+26,669
+3% +$1.95M 0.12% 195
2022
Q2 		$58.9M Buy
835,379
+102,922
+14% +$7.58M 0.12% 200
2022
Q1 		$56.5M Sell
732,457
-115,762
-14% -$9.25M 0.1% 244
2021
Q4 		$73.7M Buy
848,219
+94,394
+13% +$7.9M 0.12% 200
2021
Q3 		$62.2M Sell
753,825
-39,115
-5% -$3.44M 0.11% 224
2021
Q2 		$64.9M Sell
792,940
-6,264
-0.8% -$482K 0.11% 217
2021
Q1 		$55M Buy
799,204
+3,526
+0.4% +$230K 0.1% 247
2020
Q4 		$53.4M Sell
795,678
-685
-0.1% -$44.4K 0.11% 221
2020
Q3 		$49.7M Sell
796,363
-105,457
-12% -$6.45M 0.11% 207
2020
Q2 		$51.1M Buy
+901,820
New +$46.7M 0.11% 193

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Russell Investments Group's OTIS Position: Q1 2026 in Review

Russell Investments Group increased its Otis Worldwide (OTIS) stake by 1.6% in Q1 2026, buying an estimated $1.97M and bringing the position to 1,433,927 shares worth $111M. The position accounts for 0.12% of the portfolio, ranked #178.

Russell Investments Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $156M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Russell Investments Group held 1,433,927 shares of Otis Worldwide worth $111M as of Q1 2026.
  • Russell Investments Group bought 22,556 Otis Worldwide shares in Q1 2026, an estimated $1.97M.
  • Otis Worldwide made up 0.12% of Russell Investments Group's portfolio in Q1 2026, its #178 holding.
  • Russell Investments Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Russell Investments Group's Otis Worldwide position peaked at $156M in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.