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Tidal Investments’s Otis Worldwide OTIS Stock Holding History

Tidal 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 		$29.1M Sell
407,080
-24,737
-6% -$1.85M 0.05% 372
2026
Q1 		$33.3M Buy
431,817
+59,263
+16% +$5.19M 0.07% 253
2025
Q4 		$32.5M Buy
372,554
+133,243
+56% +$11.9M 0.08% 207
2025
Q3 		$21.9M Buy
239,311
+212,634
+797% +$19.3M 0.04% 292
2025
Q2 		$2.64M Buy
26,677
+418
+2% +$40.4K 0.02% 627
2025
Q1 		$2.71M Sell
26,259
-8,265
-24% -$807K 0.02% 561
2024
Q4 		$3.2M Buy
34,524
+2,079
+6% +$208K 0.03% 515
2024
Q3 		$3.37M Buy
32,445
+4,172
+15% +$397K 0.04% 423
2024
Q2 		$2.72M Buy
28,273
+3,021
+12% +$291K 0.04% 435
2024
Q1 		$2.51M Buy
25,252
+8,356
+49% +$772K 0.04% 442
2023
Q4 		$1.51M Sell
16,896
-2,652
-14% -$221K 0.04% 462
2023
Q3 		$1.57M Buy
19,548
+1,819
+10% +$156K 0.05% 381
2023
Q2 		$1.58M Buy
17,729
+8,076
+84% +$680K 0.05% 391
2023
Q1 		$815K Buy
9,653
+724
+8% +$59.9K 0.03% 566
2022
Q4 		$699K Buy
8,929
+406
+5% +$30K 0.03% 557
2022
Q3 		$544K Sell
8,523
-2,456
-22% -$180K 0.02% 537
2022
Q2 		$776K Sell
10,979
-6,292
-36% -$463K 0.03% 449
2022
Q1 		$1.33M Sell
17,271
-1,192
-6% -$95.3K 0.04% 344
2021
Q4 		$1.61M Buy
18,463
+5,503
+42% +$461K 0.05% 265
2021
Q3 		$1.07M Buy
12,960
+4,272
+49% +$376K 0.04% 315
2021
Q2 		$710K Buy
8,688
+5,438
+167% +$419K 0.03% 357
2021
Q1 		$222K Buy
+3,250
New +$212K 0.01% 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 $3.37T 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

Tidal Investments's OTIS Position: Q2 2026 in Review

Tidal Investments reduced its Otis Worldwide (OTIS) stake by 5.7% in Q2 2026, selling an estimated $1.85M and leaving 407,080 shares worth $29.1M. The position accounts for 0.05% of the portfolio, ranked #372.

Tidal Investments first reported a position in OTIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $33.3M in Q1 2026. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Tidal Investments held 407,080 shares of Otis Worldwide worth $29.1M as of Q2 2026.
  • Tidal Investments sold 24,737 Otis Worldwide shares in Q2 2026, an estimated $1.85M.
  • Otis Worldwide made up 0.05% of Tidal Investments's portfolio in Q2 2026, its #372 holding.
  • Tidal Investments first reported a position in Otis Worldwide in Q1 2021 and has held it in 22 quarters since.
  • Tidal Investments's Otis Worldwide position peaked at $33.3M in Q1 2026.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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