Walleye Capital
OTIS icon

Walleye Capital’s Otis Worldwide OTIS Stock Holding History

Walleye Capital’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 		$1.25M Sell
17,427
-1,964
-10% -$147K ﹤0.01% 1926
2026
Q1 		$1.49M Sell
19,391
-159,877
-89% -$14M 0.01% 1710
2025
Q4 		$15.7M Sell
179,268
-107,181
-37% -$9.59M 0.05% 403
2025
Q3 		$26.2M Buy
286,449
+278,570
+3,536% +$25.3M 0.1% 174
2025
Q2 		$780K Buy
+7,879
New +$761K ﹤0.01% 2257
2025
Q1 		– Sell
-5,874
Closed -$574K – 4894
2024
Q4 		$544K Sell
5,874
-7,811
-57% -$783K ﹤0.01% 2909
2024
Q3 		$1.42M Buy
13,685
+8,683
+174% +$827K ﹤0.01% 2284
2024
Q2 		$481K Sell
5,002
-8,070
-62% -$778K ﹤0.01% 3547
2024
Q1 		$1.3M Buy
+13,072
New +$1.21M ﹤0.01% 2335
2023
Q3 		– Sell
-79,558
Closed -$6.8M – 5201
2023
Q2 		$7.08M Sell
79,558
-19,978
-20% -$1.68M 0.03% 555
2023
Q1 		$8.4M Sell
99,536
-105,264
-51% -$8.71M 0.13% 182
2022
Q4 		$16M Buy
+204,800
New +$15.1M 0.29% 61
2022
Q3 		– Sell
-429,404
Closed -$30.3M – 3450
2022
Q2 		$30.3M Buy
429,404
+150,534
+54% +$11.1M 0.84% 8
2022
Q1 		$21.5M Buy
+278,870
New +$22.3M 0.57% 15
2021
Q4 		– Sell
-18,121
Closed -$1.49M – 2256
2021
Q3 		$1.49M Sell
18,121
-36,783
-67% -$3.23M 0.04% 308
2021
Q2 		$4.49M Buy
+54,904
New +$4.23M 0.15% 90

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

Walleye Capital's OTIS Position: Q2 2026 in Review

Walleye Capital reduced its Otis Worldwide (OTIS) stake by 10% in Q2 2026, selling an estimated $147K and leaving 17,427 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Walleye Capital first reported a position in OTIS in Q2 2021 and has held it in 16 quarters since. The position peaked at $30.3M in Q2 2022. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Walleye Capital held 17,427 shares of Otis Worldwide worth $1.25M as of Q2 2026.
  • Walleye Capital sold 1,964 Otis Worldwide shares in Q2 2026, an estimated $147K.
  • Otis Worldwide made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #1926 holding.
  • Walleye Capital first reported a position in Otis Worldwide in Q2 2021 and has held it in 16 quarters since.
  • Walleye Capital's Otis Worldwide position peaked at $30.3M in Q2 2022.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.