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Steve Schonfeld’s Otis Worldwide OTIS Stock Holding History

Steve Schonfeld’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 		$491K Sell
6,852
-15,283
-69% -$1.14M ﹤0.01% 1829
2026
Q1 		$1.71M Sell
22,135
-81,166
-79% -$7.1M 0.01% 888
2025
Q4 		$9.02M Sell
103,301
-194,891
-65% -$17.4M 0.04% 370
2025
Q3 		$27.3M Buy
298,192
+255,724
+602% +$23.2M 0.15% 125
2025
Q2 		$4.21M Sell
42,468
-630
-1% -$60.8K 0.03% 620
2025
Q1 		$4.45M Buy
43,098
+23,579
+121% +$2.3M 0.03% 564
2024
Q4 		$1.81M Sell
19,519
-297
-1% -$29.8K 0.01% 875
2024
Q3 		$2.06M Sell
19,816
-47,283
-70% -$4.5M 0.01% 868
2024
Q2 		$6.46M Sell
67,099
-136,087
-67% -$13.1M 0.04% 486
2024
Q1 		$20.2M Buy
203,186
+171,465
+541% +$15.8M 0.13% 165
2023
Q4 		$2.84M Buy
+31,721
New +$2.64M 0.02% 691
2023
Q3 		– Sell
-2,380
Closed -$212K – 2156
2023
Q2 		$212K Buy
+2,380
New +$201K ﹤0.01% 1538
2023
Q1 		– Sell
-253,002
Closed -$19.8M – 2496
2022
Q4 		$19.8M Buy
253,002
+247,105
+4,190% +$18.2M 0.16% 168
2022
Q3 		$376K Buy
+5,897
New +$431K ﹤0.01% 1946
2022
Q2 		– Sell
-127,500
Closed -$9.81M – 2876
2022
Q1 		$9.81M Buy
127,500
+39,531
+45% +$3.16M 0.09% 280
2021
Q4 		$7.66M Buy
+87,969
New +$7.36M 0.07% 347
2021
Q3 		– Sell
-76,830
Closed -$6.28M – 2380
2021
Q2 		$6.28M Buy
76,830
+48,677
+173% +$3.75M 0.07% 402
2021
Q1 		$1.93M Sell
28,153
-232,406
-89% -$15.2M 0.02% 673
2020
Q4 		$17.6M Buy
260,559
+233,157
+851% +$15.1M 0.24% 92
2020
Q3 		$1.71M Sell
27,402
-195,175
-88% -$11.9M 0.03% 551
2020
Q2 		$12.7M Buy
+222,577
New +$11.5M 0.33% 61

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

Steve Schonfeld's OTIS Position: Q2 2026 in Review

Steve Schonfeld reduced its Otis Worldwide (OTIS) stake by 69% in Q2 2026, selling an estimated $1.14M and leaving 6,852 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Steve Schonfeld first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $27.3M in Q3 2025. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Steve Schonfeld held 6,852 shares of Otis Worldwide worth $491K as of Q2 2026.
  • Steve Schonfeld sold 15,283 Otis Worldwide shares in Q2 2026, an estimated $1.14M.
  • Otis Worldwide made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1829 holding.
  • Steve Schonfeld first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Steve Schonfeld's Otis Worldwide position peaked at $27.3M in Q3 2025.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.