SAM
OTIS icon

Storebrand Asset Management’s Otis Worldwide OTIS Stock Holding History

Storebrand Asset Management’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 		$29.5M Sell
411,823
-10,189
-2% -$761K 0.07% 241
2026
Q1 		$32.5M Sell
422,012
-15,095
-3% -$1.32M 0.09% 205
2025
Q4 		$38.2M Sell
437,107
-28,262
-6% -$2.53M 0.1% 182
2025
Q3 		$42.5M Buy
465,369
+2,765
+0.6% +$251K 0.11% 177
2025
Q2 		$45.8M Buy
462,604
+17,753
+4% +$1.71M 0.13% 155
2025
Q1 		$45.9M Buy
444,851
+6,648
+2% +$649K 0.15% 142
2024
Q4 		$40.6M Buy
438,203
+95,730
+28% +$9.6M 0.12% 169
2024
Q3 		$35.6M Buy
342,473
+3,986
+1% +$380K 0.11% 195
2024
Q2 		$32.6M Buy
338,487
+71,064
+27% +$6.85M 0.11% 195
2024
Q1 		$26.5M Buy
267,423
+90,726
+51% +$8.39M 0.09% 225
2023
Q4 		$15.8M Buy
176,697
+19,181
+12% +$1.59M 0.06% 320
2023
Q3 		$12.7M Sell
157,516
-7,371
-4% -$630K 0.06% 321
2023
Q2 		$14.7M Buy
164,887
+4,252
+3% +$358K 0.07% 310
2023
Q1 		$13.6M Buy
160,635
+52
+0% +$4.3K 0.07% 309
2022
Q4 		$12.6M Sell
160,583
-855
-0.5% -$63.1K 0.07% 312
2022
Q3 		$10.3M Buy
161,438
+2,756
+2% +$202K 0.06% 324
2022
Q2 		$11.2M Hold
158,682
– – 0.06% 321
2022
Q1 		$12.2M Sell
158,682
-5,464
-3% -$437K 0.06% 338
2021
Q4 		$14.3M Buy
164,146
+1,232
+0.8% +$103K 0.06% 318
2021
Q3 		$13.4M Buy
162,914
+2,552
+2% +$224K 0.07% 324
2021
Q2 		$13.1M Sell
160,362
-11,089
-6% -$853K 0.06% 331
2021
Q1 		$11.7M Buy
171,451
+5,861
+4% +$383K 0.06% 338
2020
Q4 		$11.2M Buy
165,590
+9,671
+6% +$627K 0.07% 322
2020
Q3 		$9.73M Buy
155,919
+6,116
+4% +$374K 0.07% 286
2020
Q2 		$8.52M Buy
+149,803
New +$7.76M 0.07% 280

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Storebrand Asset Management's OTIS Position: Q2 2026 in Review

Storebrand Asset Management reduced its Otis Worldwide (OTIS) stake by 2.4% in Q2 2026, selling an estimated $761K and leaving 411,823 shares worth $29.5M. The position accounts for 0.07% of the portfolio, ranked #241.

Storebrand Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $45.9M in Q1 2025. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Storebrand Asset Management held 411,823 shares of Otis Worldwide worth $29.5M as of Q2 2026.
  • Storebrand Asset Management sold 10,189 Otis Worldwide shares in Q2 2026, an estimated $761K.
  • Otis Worldwide made up 0.07% of Storebrand Asset Management's portfolio in Q2 2026, its #241 holding.
  • Storebrand Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Storebrand Asset Management's Otis Worldwide position peaked at $45.9M in Q1 2025.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.