Wellington Management Group
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Wellington Management Group’s Otis Worldwide OTIS Stock Holding History

Wellington Management Group’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 		$239M Sell
3,335,941
-185,520
-5% -$13.9M 0.04% 352
2026
Q1 		$271M Sell
3,521,461
-91,350
-3% -$7.99M 0.05% 313
2025
Q4 		$316M Buy
3,612,811
+83,626
+2% +$7.48M 0.06% 286
2025
Q3 		$323M Buy
3,529,185
+468,184
+15% +$42.5M 0.06% 288
2025
Q2 		$303M Sell
3,061,001
-673,342
-18% -$65M 0.06% 267
2025
Q1 		$385M Sell
3,734,343
-24,795
-0.7% -$2.42M 0.07% 219
2024
Q4 		$348M Buy
3,759,138
+78,686
+2% +$7.89M 0.06% 253
2024
Q3 		$383M Buy
3,680,452
+391,206
+12% +$37.3M 0.07% 245
2024
Q2 		$317M Buy
3,289,246
+303,423
+10% +$29.2M 0.06% 288
2024
Q1 		$296M Sell
2,985,823
-42,663
-1% -$3.94M 0.05% 316
2023
Q4 		$271M Sell
3,028,486
-348,775
-10% -$29M 0.05% 331
2023
Q3 		$271M Sell
3,377,261
-327,922
-9% -$28M 0.05% 307
2023
Q2 		$330M Sell
3,705,183
-661,497
-15% -$55.7M 0.06% 281
2023
Q1 		$369M Sell
4,366,680
-859,251
-16% -$71.1M 0.07% 257
2022
Q4 		$409M Sell
5,225,931
-54,906
-1% -$4.05M 0.08% 234
2022
Q3 		$337M Buy
5,280,837
+432,248
+9% +$31.6M 0.07% 264
2022
Q2 		$343M Buy
4,848,589
+626,924
+15% +$46.2M 0.07% 252
2022
Q1 		$325M Buy
4,221,665
+1,484,963
+54% +$119M 0.06% 294
2021
Q4 		$238M Sell
2,736,702
-63,113
-2% -$5.28M 0.04% 394
2021
Q3 		$230M Sell
2,799,815
-1,333,193
-32% -$117M 0.04% 405
2021
Q2 		$338M Buy
4,133,008
+2,391,396
+137% +$184M 0.06% 314
2021
Q1 		$119M Buy
1,741,612
+450,434
+35% +$29.4M 0.02% 557
2020
Q4 		$87.2M Sell
1,291,178
-60,814
-4% -$3.95M 0.02% 629
2020
Q3 		$84.4M Sell
1,351,992
-169,475
-11% -$10.4M 0.02% 565
2020
Q2 		$86.5M Buy
+1,521,467
New +$78.8M 0.02% 559

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

Wellington Management Group's OTIS Position: Q2 2026 in Review

Wellington Management Group reduced its Otis Worldwide (OTIS) stake by 5.3% in Q2 2026, selling an estimated $13.9M and leaving 3,335,941 shares worth $239M. The position accounts for 0.04% of the portfolio, ranked #352.

Wellington Management Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $409M in Q4 2022. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wellington Management Group held 3,335,941 shares of Otis Worldwide worth $239M as of Q2 2026.
  • Wellington Management Group sold 185,520 Otis Worldwide shares in Q2 2026, an estimated $13.9M.
  • Otis Worldwide made up 0.04% of Wellington Management Group's portfolio in Q2 2026, its #352 holding.
  • Wellington Management Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Wellington Management Group's Otis Worldwide position peaked at $409M in Q4 2022.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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