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Trexquant Investment’s Otis Worldwide OTIS Stock Holding History

Trexquant Investment’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 		$24.4M Buy
340,751
+209,566
+160% +$15.7M 0.14% 133
2026
Q1 		$10.1M Sell
131,185
-96,116
-42% -$8.41M 0.07% 377
2025
Q4 		$19.9M Buy
227,301
+125,630
+124% +$11.2M 0.18% 112
2025
Q3 		$9.3M Sell
101,671
-37,663
-27% -$3.42M 0.1% 317
2025
Q2 		$13.8M Buy
139,334
+133,999
+2,512% +$12.9M 0.16% 164
2025
Q1 		$551K Buy
+5,335
New +$521K 0.01% 1250
2024
Q3 		– Sell
-54,614
Closed -$5.26M – 1787
2024
Q2 		$5.26M Buy
54,614
+40,314
+282% +$3.89M 0.08% 387
2024
Q1 		$1.42M Sell
14,300
-167,281
-92% -$15.5M 0.03% 779
2023
Q4 		$16.2M Buy
181,581
+104,595
+136% +$8.7M 0.37% 43
2023
Q3 		$6.18M Buy
76,986
+8,048
+12% +$688K 0.16% 184
2023
Q2 		$6.14M Buy
68,938
+23,691
+52% +$2M 0.16% 163
2023
Q1 		$3.82M Buy
+45,247
New +$3.74M 0.1% 264
2022
Q4 		– Sell
-81,336
Closed -$5.19M – 1640
2022
Q3 		$5.19M Buy
81,336
+17,222
+27% +$1.26M 0.18% 143
2022
Q2 		$4.53M Sell
64,114
-23,456
-27% -$1.73M 0.2% 109
2022
Q1 		$6.74M Sell
87,570
-35,787
-29% -$2.86M 0.32% 69
2021
Q4 		$10.7M Buy
123,357
+79,248
+180% +$6.63M 0.66% 11
2021
Q3 		$3.63M Buy
+44,109
New +$3.88M 0.29% 85

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

Trexquant Investment's OTIS Position: Q2 2026 in Review

Trexquant Investment increased its Otis Worldwide (OTIS) stake by 160% in Q2 2026, buying an estimated $15.7M and bringing the position to 340,751 shares worth $24.4M. The position accounts for 0.14% of the portfolio, ranked #133.

Trexquant Investment first reported a position in OTIS in Q3 2021 and has held it in 17 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Trexquant Investment held 340,751 shares of Otis Worldwide worth $24.4M as of Q2 2026.
  • Trexquant Investment bought 209,566 Otis Worldwide shares in Q2 2026, an estimated $15.7M.
  • Otis Worldwide made up 0.14% of Trexquant Investment's portfolio in Q2 2026, its #133 holding.
  • Trexquant Investment first reported a position in Otis Worldwide in Q3 2021 and has held it in 17 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Trexquant Investment's 13F filing for Q2 2026, filed 14 Aug 2026.