YDMI
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Y.D. More Investments’s Otis Worldwide OTIS Stock Holding History

Y.D. More Investments’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 		$3.36K Buy
13,982
+569
+4% +$42.5K ﹤0.01% 430
2026
Q1 		$3.27K Sell
13,413
-213
-2% -$18.6K ﹤0.01% 406
2025
Q4 		$3.73K Buy
+13,626
New +$1.22M ﹤0.01% 405

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 $3.38T AUM 44.17% 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

Y.D. More Investments's OTIS Position: Q2 2026 in Review

Y.D. More Investments increased its Otis Worldwide (OTIS) stake by 4.2% in Q2 2026, buying an estimated $42.5K and bringing the position to 13,982 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Y.D. More Investments first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.73K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Y.D. More Investments held 13,982 shares of Otis Worldwide worth $3.36K as of Q2 2026.
  • Y.D. More Investments bought 569 Otis Worldwide shares in Q2 2026, an estimated $42.5K.
  • Otis Worldwide made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #430 holding.
  • Y.D. More Investments first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Y.D. More Investments's Otis Worldwide position peaked at $3.73K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.