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Westpac Banking Corp’s Otis Worldwide OTIS Stock Holding History

Westpac Banking Corp’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 		$91.6K Sell
1,279
-2,577
-67% -$192K 0.01% 449
2026
Q1 		$297K Hold
3,856
– – 0.02% 310
2025
Q4 		$337K Hold
3,856
– – 0.02% 299
2025
Q3 		$353K Hold
3,856
– – 0.02% 288
2025
Q2 		$382K Buy
3,856
+528
+16% +$51K 0.03% 279
2025
Q1 		$343K Sell
3,328
-978
-23% -$95.5K 0.03% 282
2024
Q4 		$399K Hold
4,306
– – 0.03% 293
2024
Q3 		$448K Hold
4,306
– – 0.03% 284
2024
Q2 		$414K Hold
4,306
– – 0.03% 258
2024
Q1 		$427K Sell
4,306
-57
-1% -$5.27K 0.03% 269
2023
Q4 		$390K Sell
4,363
-6,818
-61% -$567K 0.03% 274
2023
Q3 		$898K Sell
11,181
-15,589
-58% -$1.33M 0.07% 236
2023
Q2 		$2.38M Sell
26,770
-48,702
-65% -$4.1M 0.17% 159
2023
Q1 		$6.37M Sell
75,472
-248
-0.3% -$20.5K 0.09% 297
2022
Q4 		$5.93M Sell
75,720
-325
-0.4% -$24K 0.09% 289
2022
Q3 		$4.85M Buy
76,045
+3,151
+4% +$231K 0.07% 338
2022
Q2 		$5.15M Buy
72,894
+317
+0.4% +$23.3K 0.07% 366
2022
Q1 		$5.58M Sell
72,577
-862
-1% -$68.9K 0.06% 362
2021
Q4 		$6.39M Buy
73,439
+7
+0% +$586 0.07% 356
2021
Q3 		$6.04M Sell
73,432
-2,994
-4% -$263K 0.06% 379
2021
Q2 		$6.25M Sell
76,426
-949
-1% -$73K 0.06% 391
2021
Q1 		$5.3M Buy
77,375
+300
+0.4% +$19.6K 0.06% 397
2020
Q4 		$5.21M Sell
77,075
-203
-0.3% -$13.2K 0.06% 390
2020
Q3 		$4.82M Sell
77,278
-300
-0.4% -$18.3K 0.07% 362
2020
Q2 		$4.41M Buy
+77,578
New +$4.02M 0.07% 368

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

Westpac Banking Corp's OTIS Position: Q2 2026 in Review

Westpac Banking Corp reduced its Otis Worldwide (OTIS) stake by 67% in Q2 2026, selling an estimated $192K and leaving 1,279 shares worth $91.6K. The position accounts for 0.01% of the portfolio, ranked #449.

Westpac Banking Corp first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.39M in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Westpac Banking Corp held 1,279 shares of Otis Worldwide worth $91.6K as of Q2 2026.
  • Westpac Banking Corp sold 2,577 Otis Worldwide shares in Q2 2026, an estimated $192K.
  • Otis Worldwide made up 0.01% of Westpac Banking Corp's portfolio in Q2 2026, its #449 holding.
  • Westpac Banking Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Westpac Banking Corp's Otis Worldwide position peaked at $6.39M in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Westpac Banking Corp's 13F filing for Q2 2026, filed 12 Aug 2026.