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AlphaGrep UK Ltd’s Otis Worldwide OTIS Stock Holding History

AlphaGrep UK Ltd’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
Q1 		$1.02M Buy
13,250
+7,097
+115% +$621K 0.3% 25
2025
Q4 		$537K Buy
+6,153
New +$550K 0.18% 189

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AlphaGrep UK Ltd's OTIS Position: Q1 2026 in Review

AlphaGrep UK Ltd increased its Otis Worldwide (OTIS) stake by 115% in Q1 2026, buying an estimated $621K and bringing the position to 13,250 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #25.

AlphaGrep UK Ltd first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. 1,240 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • AlphaGrep UK Ltd held 13,250 shares of Otis Worldwide worth $1.02M as of Q1 2026.
  • AlphaGrep UK Ltd bought 7,097 Otis Worldwide shares in Q1 2026, an estimated $621K.
  • Otis Worldwide made up 0.3% of AlphaGrep UK Ltd's portfolio in Q1 2026, its #25 holding.
  • AlphaGrep UK Ltd first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on AlphaGrep UK Ltd's 13F filing for Q1 2026, filed 13 Aug 2026.