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Weiss Asset Management’s Otis Worldwide OTIS Stock Holding History

Weiss Asset 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 		$1.05M Buy
+14,686
New +$1.1M 0.01% 419
2025
Q4 		– Sell
-18,084
Closed -$1.65M – 777
2025
Q3 		$1.65M Sell
18,084
-189,471
-91% -$17.2M 0.02% 280
2025
Q2 		$20.6M Buy
+207,555
New +$20M 0.23% 68

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

Weiss Asset Management's OTIS Position: Q2 2026 in Review

Weiss Asset Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 14,686 shares worth $1.05M. The stake represents 0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in OTIS as recently as Q3 2025.

Weiss Asset Management first reported a position in OTIS in Q2 2025 and has held it in 3 quarters since. The position peaked at $20.6M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Weiss Asset Management held 14,686 shares of Otis Worldwide worth $1.05M as of Q2 2026.
  • Otis Worldwide was a new Weiss Asset Management position in Q2 2026.
  • Otis Worldwide made up 0.01% of Weiss Asset Management's portfolio in Q2 2026, its #419 holding.
  • Weiss Asset Management first reported a position in Otis Worldwide in Q2 2025 and has held it in 3 quarters since.
  • Weiss Asset Management's Otis Worldwide position peaked at $20.6M in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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