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Vinva Investment Management’s Otis Worldwide OTIS Stock Holding History

Vinva Investment 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 		$5.1M Buy
70,008
+3,138
+5% +$234K 0.03% 244
2026
Q1 		$5.1M Buy
66,870
+50,877
+318% +$4.45M 0.06% 218
2025
Q4 		$1.41M Buy
+15,993
New +$1.43M 0.02% 283
2025
Q1 		– Sell
-9,062
Closed -$839K – 423
2024
Q4 		$839K Sell
9,062
-3,639
-29% -$365K 0.03% 308
2024
Q3 		$1.33M Sell
12,701
-17,783
-58% -$1.69M 0.06% 266
2024
Q2 		$2.93M Buy
30,484
+14,748
+94% +$1.42M 0.15% 155
2024
Q1 		$1.56M Buy
15,736
+2,964
+23% +$274K 0.09% 245
2023
Q4 		$1.15M Buy
12,772
+309
+2% +$25.7K 0.08% 241
2023
Q3 		$1M Sell
12,463
-31,271
-72% -$2.67M 0.09% 219
2023
Q2 		$3.88M Sell
43,734
-22,998
-34% -$1.94M 0.33% 68
2023
Q1 		$5.55M Buy
+66,732
New +$5.52M 0.46% 53

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

Vinva Investment Management's OTIS Position: Q2 2026 in Review

Vinva Investment Management increased its Otis Worldwide (OTIS) stake by 4.7% in Q2 2026, buying an estimated $234K and bringing the position to 70,008 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #244.

Vinva Investment Management first reported a position in OTIS in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.55M in Q1 2023. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Vinva Investment Management held 70,008 shares of Otis Worldwide worth $5.1M as of Q2 2026.
  • Vinva Investment Management bought 3,138 Otis Worldwide shares in Q2 2026, an estimated $234K.
  • Otis Worldwide made up 0.03% of Vinva Investment Management's portfolio in Q2 2026, its #244 holding.
  • Vinva Investment Management first reported a position in Otis Worldwide in Q1 2023 and has held it in 11 quarters since.
  • Vinva Investment Management's Otis Worldwide position peaked at $5.55M in Q1 2023.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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