Current position

Ray Dalio’s Otis Worldwide Corp (OTIS) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2020Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares364.28KHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Otis Worldwide Corp in Q3 2020. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased across later filings. Bridgewater Associates, LP currently reports 364.28K shares. The latest verified filing showed: Bought 30.8% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 30.8% more+85.87K shares · 364.28K shares reported after the change
Filing context

Quarter-end price $71.60 · Estimated holding basis $83.30

Q1 2026
Bought 23.6% more+53.22K shares · 278.41K shares reported after the change
Filing context

Quarter-end price $77.08 · Estimated holding basis $86.91

Q4 2025
Bought 116.8% more+121.34K shares · 225.19K shares reported after the change
Filing context

Quarter-end price $87.35 · Estimated holding basis $89.23

Q3 2025
New position+103.85K shares · 103.85K shares reported
Filing context

Quarter-end price $91.43 · Estimated holding basis $91.43

Q3 2024
Sold the entire position−3.99K shares · No shares reported at quarter-end
Q2 2024
New position+3.99K shares · 3.99K shares reported
Filing context

Quarter-end price $96.26 · Estimated holding basis $96.26

Portfolio importance

How important is Otis Worldwide Corp in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#160of 997 reported positions
Peak portfolio weight0.1%Q2 2026
Best historical rank#147Q1 2026
At peak importanceQ2 2026
OTIS
0.1%
Largest holding
16.3%
Cross-investor discovery

Who else owns Otis Worldwide Corp?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
OTIS0.1% of reported portfolio
Explore Otis Worldwide Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$70.182026-09-14

Market context only; not an investor transaction price.

Latest filing quarter-end price$71.60Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$83.30Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.