Vident Advisory’s Otis Worldwide OTIS Stock Holding History

Vident Advisory’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	$970K	Sell	13,545 -33,377	-71%	-$2.49M	0.01%	981
2026 Q1	$3.62M	Buy	46,922 +34,150	+267%	+$2.99M	0.03%	444
2025 Q4	$1.12M	Sell	12,772 -1,432	-10%	-$128K	0.01%	760
2025 Q3	$1.3M	Buy	14,204 +935	+7%	+$84.9K	0.01%	722
2025 Q2	$1.31M	Sell	13,269 -725	-5%	-$70K	0.01%	634
2025 Q1	$1.44M	Buy	13,994 +5,898	+73%	+$576K	0.02%	589
2024 Q4	$750K	Buy	8,096 +1,022	+14%	+$102K	0.01%	765
2024 Q3	$735K	Buy	7,074 +1,049	+17%	+$99.9K	0.02%	746
2024 Q2	$580K	Sell	6,025 -15,449	-72%	-$1.49M	0.02%	811
2024 Q1	$2.13M	Sell	21,474 -119,916	-85%	-$11.1M	0.04%	359
2023 Q4	$12.7M	Buy	141,390 +136,739	+2,940%	+$11.4M	0.32%	92
2023 Q3	$374K	Buy	+4,651	New	+$398K	0.01%	802

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vident Advisory's OTIS Position: Q2 2026 in Review

Vident Advisory reduced its Otis Worldwide (OTIS) stake by 71% in Q2 2026, selling an estimated $2.49M and leaving 13,545 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #981.

Vident Advisory first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.7M in Q4 2023. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Vident Advisory held 13,545 shares of Otis Worldwide worth $970K as of Q2 2026.
Vident Advisory sold 33,377 Otis Worldwide shares in Q2 2026, an estimated $2.49M.
Otis Worldwide made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #981 holding.
Vident Advisory first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's Otis Worldwide position peaked at $12.7M in Q4 2023.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.