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Tower Research Capital (TRC)’s Otis Worldwide OTIS Stock Holding History

Tower Research Capital (TRC)’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 		$333K Sell
4,653
-9,938
-68% -$742K 0.01% 1316
2026
Q1 		$1.12M Sell
14,591
-1,408
-9% -$123K 0.03% 492
2025
Q4 		$1.4M Sell
15,999
-1,877
-11% -$168K 0.03% 432
2025
Q3 		$1.63M Sell
17,876
-3,639
-17% -$330K 0.05% 341
2025
Q2 		$2.13M Buy
21,515
+6,021
+39% +$581K 0.06% 301
2025
Q1 		$1.6M Sell
15,494
-7,771
-33% -$759K 0.05% 351
2024
Q4 		$2.15M Buy
23,265
+12,402
+114% +$1.24M 0.04% 358
2024
Q3 		$1.13M Sell
10,863
-17,667
-62% -$1.68M 0.03% 494
2024
Q2 		$2.75M Buy
28,530
+3,313
+13% +$319K 0.05% 334
2024
Q1 		$2.5M Sell
25,217
-37,718
-60% -$3.49M 0.06% 227
2023
Q4 		$5.63M Buy
62,935
+43,961
+232% +$3.66M 0.07% 232
2023
Q3 		$1.52M Buy
18,974
+2,957
+18% +$253K 0.05% 389
2023
Q2 		$1.43M Buy
16,017
+2,192
+16% +$185K 0.05% 333
2023
Q1 		$1.17M Sell
13,825
-1,924
-12% -$159K 0.04% 374
2022
Q4 		$1.23M Sell
15,749
-25,687
-62% -$1.9M 0.05% 308
2022
Q3 		$2.64M Buy
41,436
+13,028
+46% +$953K 0.04% 336
2022
Q2 		$2.01M Sell
28,408
-26,507
-48% -$1.95M 0.05% 373
2022
Q1 		$4.23M Buy
54,915
+22,816
+71% +$1.82M 0.04% 354
2021
Q4 		$2.79M Buy
32,099
+18,146
+130% +$1.52M 0.05% 321
2021
Q3 		$1.15M Buy
13,953
+8,356
+149% +$735K 0.03% 468
2021
Q2 		$458K Sell
5,597
-35,867
-87% -$2.76M 0.01% 1258
2021
Q1 		$2.84M Buy
41,464
+25,158
+154% +$1.64M 0.05% 365
2020
Q4 		$1.1M Sell
16,306
-8,895
-35% -$577K 0.03% 471
2020
Q3 		$1.57M Buy
25,201
+20,058
+390% +$1.23M 0.02% 567
2020
Q2 		$292K Buy
+5,143
New +$266K 0.01% 1470

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

Tower Research Capital (TRC)'s OTIS Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its Otis Worldwide (OTIS) stake by 68% in Q2 2026, selling an estimated $742K and leaving 4,653 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1316.

Tower Research Capital (TRC) first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.63M in Q4 2023. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Tower Research Capital (TRC) held 4,653 shares of Otis Worldwide worth $333K as of Q2 2026.
  • Tower Research Capital (TRC) sold 9,938 Otis Worldwide shares in Q2 2026, an estimated $742K.
  • Otis Worldwide made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #1316 holding.
  • Tower Research Capital (TRC) first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Tower Research Capital (TRC)'s Otis Worldwide position peaked at $5.63M in Q4 2023.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.