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Steven Cohen’s Otis Worldwide OTIS Stock Holding History

Steven Cohen’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
2024
Q2 		– Sell
-65,800
Closed -$6.53M – 2295
2024
Q1 		$6.53M Buy
+65,800
New +$6.08M 0.02% 879
2023
Q1 		– Sell
-3,000
Closed -$235K – 2463
2022
Q4 		$235K Hold
3,000
– – ﹤0.01% 1244
2022
Q3 		$191K Hold
3,000
– – ﹤0.01% 1273
2022
Q2 		$212K Buy
+3,000
New +$221K ﹤0.01% 1280

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

Steven Cohen's OTIS Position: Q2 2026 in Review

Steven Cohen sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 62,710 shares — an estimated $4.83M sold.

Steven Cohen first reported a position in OTIS in Q2 2020 and held it in 13 quarters. The position peaked at $81.8M in Q1 2021. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Steven Cohen reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Steven Cohen sold 62,710 Otis Worldwide shares in Q2 2026, an estimated $4.83M.
  • Steven Cohen first reported a position in Otis Worldwide in Q2 2020 and held it in 13 quarters.
  • Steven Cohen's Otis Worldwide position peaked at $81.8M in Q1 2021.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.