Voloridge Investment Management
OTIS icon

Voloridge Investment Management’s Otis Worldwide OTIS Stock Holding History

Voloridge 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 		$36.5M Sell
510,297
-409,436
-45% -$30.6M 0.16% 211
2026
Q1 		$70.9M Sell
919,733
-431,756
-32% -$37.8M 0.28% 87
2025
Q4 		$118M Buy
1,351,489
+168,212
+14% +$15M 0.41% 39
2025
Q3 		$108M Buy
1,183,277
+403,972
+52% +$36.7M 0.36% 58
2025
Q2 		$77.2M Sell
779,305
-84,598
-10% -$8.17M 0.28% 85
2025
Q1 		$89.2M Sell
863,903
-426,717
-33% -$41.7M 0.33% 80
2024
Q4 		$120M Sell
1,290,620
-177,576
-12% -$17.8M 0.42% 40
2024
Q3 		$153M Sell
1,468,196
-15,775
-1% -$1.5M 0.56% 20
2024
Q2 		$143M Buy
1,483,971
+159,440
+12% +$15.4M 0.53% 23
2024
Q1 		$131M Buy
1,324,531
+525,630
+66% +$48.6M 0.48% 40
2023
Q4 		$71.5M Buy
798,901
+333,661
+72% +$27.7M 0.28% 98
2023
Q3 		$37.4M Buy
465,240
+462,810
+19,046% +$39.6M 0.18% 151
2023
Q2 		$216K Sell
2,430
-87,998
-97% -$7.41M ﹤0.01% 1313
2023
Q1 		$7.63M Buy
+90,428
New +$7.48M 0.04% 538
2022
Q2 		– Sell
-519,583
Closed -$40M – 1579
2022
Q1 		$40M Buy
519,583
+170,244
+49% +$13.6M 0.23% 116
2021
Q4 		$30.4M Sell
349,339
-110,525
-24% -$9.25M 0.17% 157
2021
Q3 		$37.8M Buy
459,864
+94,405
+26% +$8.3M 0.24% 86
2021
Q2 		$29.9M Buy
365,459
+142,327
+64% +$11M 0.21% 117
2021
Q1 		$15.3M Buy
223,132
+98,968
+80% +$6.47M 0.11% 247
2020
Q4 		$8.39M Buy
+124,164
New +$8.05M 0.07% 325

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

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

Voloridge Investment Management reduced its Otis Worldwide (OTIS) stake by 45% in Q2 2026, selling an estimated $30.6M and leaving 510,297 shares worth $36.5M. The position accounts for 0.16% of the portfolio, ranked #211.

Voloridge Investment Management first reported a position in OTIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $153M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Voloridge Investment Management held 510,297 shares of Otis Worldwide worth $36.5M as of Q2 2026.
  • Voloridge Investment Management sold 409,436 Otis Worldwide shares in Q2 2026, an estimated $30.6M.
  • Otis Worldwide made up 0.16% of Voloridge Investment Management's portfolio in Q2 2026, its #211 holding.
  • Voloridge Investment Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 20 quarters since.
  • Voloridge Investment Management's Otis Worldwide position peaked at $153M in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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