WPG Advisers’s Otis Worldwide OTIS Stock Holding History

WPG Advisers’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	$37.7K	Buy	526 +6	+1%	+$448	0.02%	378
2026 Q1	$40.1K	Sell	520 -75	-13%	-$6.56K	0.03%	317
2025 Q4	$52K	Buy	595 +136	+30%	+$12.2K	0.04%	289
2025 Q3	$42K	Sell	459 -56	-11%	-$5.08K	0.03%	330
2025 Q2	$51K	Sell	515 -85	-14%	-$8.21K	0.04%	269
2025 Q1	$61.9K	Sell	600 -30	-5%	-$2.93K	0.06%	229
2024 Q4	$58.3K	Buy	+630	New	+$63.2K	0.05%	263

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WPG Advisers's OTIS Position: Q2 2026 in Review

WPG Advisers increased its Otis Worldwide (OTIS) stake by 1.2% in Q2 2026, buying an estimated $448 and bringing the position to 526 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #378.

WPG Advisers first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.9K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

WPG Advisers held 526 shares of Otis Worldwide worth $37.7K as of Q2 2026.
WPG Advisers bought 6 Otis Worldwide shares in Q2 2026, an estimated $448.
Otis Worldwide made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #378 holding.
WPG Advisers first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Otis Worldwide position peaked at $61.9K in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.