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Voleon Capital Management’s Otis Worldwide OTIS Stock Holding History

Voleon Capital 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 		$3.57M Sell
49,845
-21,164
-30% -$1.58M 0.07% 266
2026
Q1 		$5.47M Buy
71,009
+6,290
+10% +$550K 0.12% 184
2025
Q4 		$5.65M Buy
64,719
+27,203
+73% +$2.43M 0.12% 190
2025
Q3 		$3.43M Sell
37,516
-11,064
-23% -$1M 0.08% 240
2025
Q2 		$4.81M Buy
48,580
+34,919
+256% +$3.37M 0.26% 93
2025
Q1 		$1.41M Buy
+13,661
New +$1.33M 0.11% 166

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

Voleon Capital Management's OTIS Position: Q2 2026 in Review

Voleon Capital Management reduced its Otis Worldwide (OTIS) stake by 30% in Q2 2026, selling an estimated $1.58M and leaving 49,845 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #266.

Voleon Capital Management first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.65M in Q4 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Voleon Capital Management held 49,845 shares of Otis Worldwide worth $3.57M as of Q2 2026.
  • Voleon Capital Management sold 21,164 Otis Worldwide shares in Q2 2026, an estimated $1.58M.
  • Otis Worldwide made up 0.07% of Voleon Capital Management's portfolio in Q2 2026, its #266 holding.
  • Voleon Capital Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Voleon Capital Management's Otis Worldwide position peaked at $5.65M in Q4 2025.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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