Systematic Alpha Investments’s Otis Worldwide OTIS Stock Holding History

Systematic Alpha 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	$1.05M	Hold	14,610	–	–	0.03%	115
2026 Q1	$1.13M	Hold	14,610	–	–	0.04%	105
2025 Q4	$1.28M	Hold	14,610	–	–	0.04%	100
2025 Q3	$1.34M	Hold	14,610	–	–	0.04%	96
2025 Q2	$1.45M	Hold	14,610	–	–	0.05%	89
2025 Q1	$1.51M	Hold	14,610	–	–	0.06%	88
2024 Q4	$1.35M	Hold	14,610	–	–	0.05%	94
2024 Q3	$1.52M	Sell	14,610 -4,000	-21%	-$381K	0.06%	95
2024 Q2	$1.79M	Hold	18,610	–	–	0.07%	83
2024 Q1	$1.85M	Hold	18,610	–	–	0.07%	80
2023 Q4	$1.67M	Hold	18,610	–	–	0.07%	83
2023 Q3	$1.49M	Hold	18,610	–	–	0.07%	82
2023 Q2	$1.66M	Hold	18,610	–	–	0.08%	80
2023 Q1	$1.57M	Buy	18,610 +4,000	+27%	+$331K	0.08%	80
2022 Q4	$1.14M	Hold	14,610	–	–	0.06%	88
2022 Q3	$932K	Hold	14,610	–	–	0.06%	86
2022 Q2	$1.03M	Hold	14,610	–	–	0.06%	87
2022 Q1	$1.12M	Hold	14,610	–	–	0.05%	95
2021 Q4	$1.27M	Hold	14,610	–	–	0.06%	98
2021 Q3	$1.17M	Hold	14,610	–	–	0.05%	103
2021 Q2	$1.31M	Buy	14,610 +2,060	+16%	+$159K	0.06%	98
2021 Q1	$859K	Buy	+12,550	New	+$820K	0.06%	96

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

Systematic Alpha Investments's OTIS Position: Q2 2026 in Review

Systematic Alpha Investments held its Otis Worldwide (OTIS) position steady in Q2 2026 at 14,610 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #115.

Systematic Alpha Investments first reported a position in OTIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.85M in Q1 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Systematic Alpha Investments held 14,610 shares of Otis Worldwide worth $1.05M as of Q2 2026.
Systematic Alpha Investments left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.03% of Systematic Alpha Investments's portfolio in Q2 2026, its #115 holding.
Systematic Alpha Investments first reported a position in Otis Worldwide in Q1 2021 and has held it in 22 quarters since.
Systematic Alpha Investments's Otis Worldwide position peaked at $1.85M in Q1 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.