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Winton Group’s Otis Worldwide OTIS Stock Holding History

Winton 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 		– Sell
-34,552
Closed -$2.66M – 1413
2026
Q1 		$2.66M Sell
34,552
-60,952
-64% -$5.33M 0.09% 283
2025
Q4 		$8.34M Buy
95,504
+67,804
+245% +$6.07M 0.29% 87
2025
Q3 		$2.53M Buy
+27,700
New +$2.51M 0.09% 252
2025
Q2 		– Sell
-63,507
Closed -$6.55M – 956
2025
Q1 		$6.55M Buy
+63,507
New +$6.2M 0.4% 45
2024
Q4 		– Sell
-34,461
Closed -$3.58M – 741
2024
Q3 		$3.58M Buy
+34,461
New +$3.28M 0.25% 99
2023
Q2 		– Sell
-4,571
Closed -$386K – 1024
2023
Q1 		$386K Sell
4,571
-5,874
-56% -$486K 0.02% 765
2022
Q4 		$818K Buy
10,445
+3,521
+51% +$260K 0.05% 474
2022
Q3 		$442K Buy
+6,924
New +$507K 0.03% 677
2022
Q2 		– Sell
-160,716
Closed -$12.4M – 1049
2022
Q1 		$12.4M Buy
160,716
+9,556
+6% +$764K 0.65% 22
2021
Q4 		$13.2M Buy
151,160
+6,992
+5% +$585K 0.8% 11
2021
Q3 		$11.9M Sell
144,168
-934
-0.6% -$82.1K 0.66% 12
2021
Q2 		$11.9M Buy
145,102
+16,957
+13% +$1.31M 0.64% 17
2021
Q1 		$8.77M Sell
128,145
-1,919
-1% -$125K 0.5% 17
2020
Q4 		$8.79M Sell
130,064
-72,033
-36% -$4.67M 0.63% 14
2020
Q3 		$12.6M Sell
202,097
-72,566
-26% -$4.44M 0.41% 13
2020
Q2 		$15.6M Buy
+274,663
New +$14.2M 0.4% 9

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

Winton Group's OTIS Position: Q2 2026 in Review

Winton Group sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 34,552 shares — an estimated $2.66M sold.

Winton Group first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $15.6M in Q2 2020. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Winton Group reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 34,552 Otis Worldwide shares in Q2 2026, an estimated $2.66M.
  • Winton Group first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
  • Winton Group's Otis Worldwide position peaked at $15.6M in Q2 2020.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.