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Xponance’s Otis Worldwide OTIS Stock Holding History

Xponance’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 		$4.97M Sell
69,348
-723
-1% -$54K 0.03% 386
2026
Q1 		$5.4M Buy
70,071
+9,292
+15% +$813K 0.04% 347
2025
Q4 		$5.31M Buy
60,779
+2,547
+4% +$228K 0.04% 319
2025
Q3 		$5.32M Sell
58,232
-9,693
-14% -$880K 0.04% 310
2025
Q2 		$6.73M Buy
67,925
+8,988
+15% +$868K 0.06% 263
2025
Q1 		$6.08M Buy
58,937
+938
+2% +$91.6K 0.06% 263
2024
Q4 		$5.37M Buy
57,999
+2,307
+4% +$231K 0.05% 290
2024
Q3 		$5.79M Buy
55,692
+756
+1% +$72K 0.06% 265
2024
Q2 		$5.29M Sell
54,936
-3,873
-7% -$373K 0.05% 269
2024
Q1 		$5.84M Buy
58,809
+2,856
+5% +$264K 0.06% 266
2023
Q4 		$5.01M Buy
55,953
+129
+0.2% +$10.7K 0.06% 263
2023
Q3 		$4.48M Sell
55,824
-823
-1% -$70.4K 0.06% 267
2023
Q2 		$5.04M Sell
56,647
-2,065
-4% -$174K 0.07% 243
2023
Q1 		$4.96M Buy
58,712
+2,183
+4% +$181K 0.07% 250
2022
Q4 		$4.43M Buy
56,529
+8,977
+19% +$663K 0.07% 259
2022
Q3 		$3.03M Buy
47,552
+6,234
+15% +$456K 0.06% 295
2022
Q2 		$2.92M Buy
41,318
+12,884
+45% +$949K 0.06% 288
2022
Q1 		$2.19M Buy
28,434
+1,723
+6% +$138K 0.04% 355
2021
Q4 		$2.33M Buy
26,711
+5,038
+23% +$422K 0.04% 344
2021
Q3 		$1.78M Sell
21,673
-1,175
-5% -$103K 0.03% 371
2021
Q2 		$1.87M Buy
22,848
+5,482
+32% +$422K 0.03% 385
2021
Q1 		$1.19M Sell
17,366
-309
-2% -$20.2K 0.03% 427
2020
Q4 		$1.19M Sell
17,675
-83,801
-83% -$5.44M 0.03% 425
2020
Q3 		$6.33M Sell
101,476
-18,743
-16% -$1.15M 0.16% 117
2020
Q2 		$6.84M Buy
+120,219
New +$6.23M 0.18% 117

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

Xponance's OTIS Position: Q2 2026 in Review

Xponance reduced its Otis Worldwide (OTIS) stake by 1% in Q2 2026, selling an estimated $54K and leaving 69,348 shares worth $4.97M. The position accounts for 0.03% of the portfolio, ranked #386.

Xponance first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.84M in Q2 2020. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Xponance held 69,348 shares of Otis Worldwide worth $4.97M as of Q2 2026.
  • Xponance sold 723 Otis Worldwide shares in Q2 2026, an estimated $54K.
  • Otis Worldwide made up 0.03% of Xponance's portfolio in Q2 2026, its #386 holding.
  • Xponance first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Otis Worldwide position peaked at $6.84M in Q2 2020.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.