UM
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UniSuper Management’s Otis Worldwide OTIS Stock Holding History

UniSuper 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 		$12.1M Sell
168,480
-121,187
-42% -$9.05M 0.06% 179
2026
Q1 		$22.3M Sell
289,667
-214
-0.1% -$18.7K 0.15% 112
2025
Q4 		$25.3M Sell
289,881
-2,116
-0.7% -$189K 0.15% 109
2025
Q3 		$26.7M Buy
291,997
+7,097
+2% +$644K 0.16% 109
2025
Q2 		$28.2M Buy
284,900
+14,270
+5% +$1.38M 0.19% 98
2025
Q1 		$27.9M Buy
270,630
+235,608
+673% +$23M 0.21% 101
2024
Q4 		$3.24M Buy
35,022
+6,857
+24% +$688K 0.02% 321
2024
Q3 		$2.93M Buy
28,165
+2,257
+9% +$215K 0.02% 325
2024
Q2 		$2.49M Buy
25,908
+11,077
+75% +$1.07M 0.02% 330
2024
Q1 		$1.47M Buy
14,831
+11,072
+295% +$1.02M 0.01% 336
2023
Q4 		$336K Buy
3,759
+759
+25% +$63.1K ﹤0.01% 405
2023
Q3 		$241K Hold
3,000
– – ﹤0.01% 436
2023
Q2 		$267K Buy
+3,000
New +$253K ﹤0.01% 414

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

UniSuper Management's OTIS Position: Q2 2026 in Review

UniSuper Management reduced its Otis Worldwide (OTIS) stake by 42% in Q2 2026, selling an estimated $9.05M and leaving 168,480 shares worth $12.1M. The position accounts for 0.06% of the portfolio, ranked #179.

UniSuper Management first reported a position in OTIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $28.2M in Q2 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • UniSuper Management held 168,480 shares of Otis Worldwide worth $12.1M as of Q2 2026.
  • UniSuper Management sold 121,187 Otis Worldwide shares in Q2 2026, an estimated $9.05M.
  • Otis Worldwide made up 0.06% of UniSuper Management's portfolio in Q2 2026, its #179 holding.
  • UniSuper Management first reported a position in Otis Worldwide in Q2 2023 and has held it in 13 quarters since.
  • UniSuper Management's Otis Worldwide position peaked at $28.2M in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.