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StoneX Group’s Otis Worldwide OTIS Stock Holding History

StoneX 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
Q2 		$253K Buy
+3,426
New +$256K 0.01% 948
2026
Q1 		– Sell
-5,224
Closed -$456K – 1165
2025
Q4 		$456K Sell
5,224
-49
-0.9% -$4.38K 0.02% 562
2025
Q3 		$482K Sell
5,273
-5,085
-49% -$462K 0.02% 554
2025
Q2 		$1.03M Buy
10,358
+4,831
+87% +$466K 0.05% 322
2025
Q1 		$570K Sell
5,527
-130
-2% -$12.7K 0.03% 440
2024
Q4 		$524K Buy
+5,657
New +$567K 0.03% 457
2022
Q3 		– Sell
-3,121
Closed -$221K – 679
2022
Q2 		$221K Buy
+3,121
New +$230K 0.03% 510

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 $3.38T AUM 44.17% 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

StoneX Group's OTIS Position: Q2 2026 in Review

StoneX Group opened a new position in Otis Worldwide (OTIS) in Q2 2026: 3,426 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: StoneX Group previously reported a position in OTIS as recently as Q4 2025.

StoneX Group first reported a position in OTIS in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.03M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • StoneX Group held 3,426 shares of Otis Worldwide worth $253K as of Q2 2026.
  • Otis Worldwide was a new StoneX Group position in Q2 2026.
  • Otis Worldwide made up 0.01% of StoneX Group's portfolio in Q2 2026, its #948 holding.
  • StoneX Group first reported a position in Otis Worldwide in Q2 2022 and has held it in 7 quarters since.
  • StoneX Group's Otis Worldwide position peaked at $1.03M in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.