SEI Investments’s Otis Worldwide OTIS Stock Holding History

SEI Investments’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	$41.1M	Buy	574,680 +44,273	+8%	+$3.31M	0.04%	497
2026 Q1	$40.9M	Buy	530,407 +9,058	+2%	+$793K	0.04%	495
2025 Q4	$45.5M	Buy	521,349 +112,316	+27%	+$10M	0.05%	420
2025 Q3	$37.4M	Sell	409,033 -23,750	-5%	-$2.16M	0.04%	468
2025 Q2	$42.9M	Buy	432,783 +227,483	+111%	+$22M	0.05%	398
2025 Q1	$21.2M	Buy	205,300 +28,194	+16%	+$2.75M	0.03%	655
2024 Q4	$16.4M	Sell	177,106 -3,902	-2%	-$391K	0.02%	772
2024 Q3	$18.8M	Buy	181,008 +18,235	+11%	+$1.74M	0.02%	696
2024 Q2	$15.7M	Sell	162,773 -3,634	-2%	-$350K	0.02%	719
2024 Q1	$16.5M	Sell	166,407 -36,430	-18%	-$3.37M	0.02%	687
2023 Q4	$18.1M	Sell	202,837 -36,916	-15%	-$3.07M	0.03%	609
2023 Q3	$19.3M	Sell	239,753 -5,248	-2%	-$449K	0.03%	554
2023 Q2	$21.8M	Sell	245,001 -3,232	-1%	-$272K	0.04%	528
2023 Q1	$21M	Buy	248,233 +51,748	+26%	+$4.28M	0.04%	516
2022 Q4	$15.4M	Sell	196,485 -82,070	-29%	-$6.06M	0.03%	552
2022 Q3	$17.8M	Buy	278,555 +8,792	+3%	+$643K	0.04%	501
2022 Q2	$19M	Buy	269,763 +37,469	+16%	+$2.76M	0.04%	473
2022 Q1	$17.9M	Sell	232,294 -10,386	-4%	-$830K	0.04%	517
2021 Q4	$21.2M	Buy	242,680 +82,007	+51%	+$6.86M	0.04%	473
2021 Q3	$13.2M	Sell	160,673 -10,014	-6%	-$881K	0.03%	621
2021 Q2	$13.9M	Buy	170,687 +45,997	+37%	+$3.54M	0.03%	570
2021 Q1	$8.49M	Sell	124,690 -68,307	-35%	-$4.47M	0.02%	745
2020 Q4	$13.1M	Sell	192,997 -17,814	-8%	-$1.16M	0.03%	524
2020 Q3	$13.2M	Buy	210,811 +37,948	+22%	+$2.32M	0.04%	434
2020 Q2	$9.77M	Buy	+172,863	New	+$8.96M	0.03%	551

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SEI Investments's OTIS Position: Q2 2026 in Review

SEI Investments increased its Otis Worldwide (OTIS) stake by 8.3% in Q2 2026, buying an estimated $3.31M and bringing the position to 574,680 shares worth $41.1M. The position accounts for 0.04% of the portfolio, ranked #497.

SEI Investments first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $45.5M in Q4 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

SEI Investments held 574,680 shares of Otis Worldwide worth $41.1M as of Q2 2026.
SEI Investments bought 44,273 Otis Worldwide shares in Q2 2026, an estimated $3.31M.
Otis Worldwide made up 0.04% of SEI Investments's portfolio in Q2 2026, its #497 holding.
SEI Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
SEI Investments's Otis Worldwide position peaked at $45.5M in Q4 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.