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Woodline Partners’s Otis Worldwide OTIS Stock Holding History

Woodline Partners’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 		$1.58M Buy
22,135
+6,934
+46% +$518K ﹤0.01% 861
2026
Q1 		$1.17M Buy
15,201
+8,022
+112% +$702K ﹤0.01% 866
2025
Q4 		$627K Buy
7,179
+4,654
+184% +$416K ﹤0.01% 884
2025
Q3 		$231K Buy
+2,525
New +$229K ﹤0.01% 861
2023
Q1 		– Sell
-207,553
Closed -$16.3M – 744
2022
Q4 		$16.3M Buy
+207,553
New +$15.3M 0.22% 136
2022
Q2 		– Sell
-96,213
Closed -$7.4M – 862
2022
Q1 		$7.4M Sell
96,213
-73,118
-43% -$5.84M 0.12% 202
2021
Q4 		$14.7M Buy
+169,331
New +$14.2M 0.21% 133

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

Woodline Partners's OTIS Position: Q2 2026 in Review

Woodline Partners increased its Otis Worldwide (OTIS) stake by 46% in Q2 2026, buying an estimated $518K and bringing the position to 22,135 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Woodline Partners first reported a position in OTIS in Q4 2021 and has held it in 7 quarters since. The position peaked at $16.3M in Q4 2022. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Woodline Partners held 22,135 shares of Otis Worldwide worth $1.58M as of Q2 2026.
  • Woodline Partners bought 6,934 Otis Worldwide shares in Q2 2026, an estimated $518K.
  • Otis Worldwide made up ﹤0.01% of Woodline Partners's portfolio in Q2 2026, its #861 holding.
  • Woodline Partners first reported a position in Otis Worldwide in Q4 2021 and has held it in 7 quarters since.
  • Woodline Partners's Otis Worldwide position peaked at $16.3M in Q4 2022.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.