Adage Capital Partners
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Adage Capital Partners’s Otis Worldwide OTIS Stock Holding History

Adage Capital Partners’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 		$7.22M Buy
+93,615
New +$8.19M 0.01% 741
2024
Q1 		– Sell
-22,586
Closed -$2.02M – 932
2023
Q4 		$2.02M Sell
22,586
-751,800
-97% -$62.5M ﹤0.01% 742
2023
Q3 		$62.2M Buy
774,386
+304,669
+65% +$26.1M 0.14% 164
2023
Q2 		$41.8M Buy
469,717
+423,732
+921% +$35.7M 0.09% 226
2023
Q1 		$3.88M Sell
45,985
-114,439
-71% -$9.47M 0.01% 733
2022
Q4 		$12.6M Buy
+160,424
New +$11.8M 0.03% 574
2022
Q2 		– Sell
-278,289
Closed -$21.4M – 1127
2022
Q1 		$21.4M Sell
278,289
-378,954
-58% -$30.3M 0.04% 433
2021
Q4 		$57.2M Sell
657,243
-172,661
-21% -$14.5M 0.1% 198
2021
Q3 		$68.3M Buy
829,904
+230,999
+39% +$20.3M 0.13% 160
2021
Q2 		$49M Sell
598,905
-952,000
-61% -$73.3M 0.1% 214
2021
Q1 		$106M Buy
1,550,905
+601,050
+63% +$39.3M 0.22% 104
2020
Q4 		$64.2M Sell
949,855
-85,669
-8% -$5.56M 0.14% 164
2020
Q3 		$64.6M Sell
1,035,524
-2,680,809
-72% -$164M 0.16% 140
2020
Q2 		$211M Buy
+3,716,333
New +$193M 0.54% 26

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $298B AUM 21.96% 1-Year Est. Return

Adage Capital Partners's OTIS Position: Q1 2026 in Review

Adage Capital Partners opened a new position in Otis Worldwide (OTIS) in Q1 2026: 93,615 shares worth $7.22M. The stake represents 0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Adage Capital Partners previously reported a position in OTIS as recently as Q4 2023.

Adage Capital Partners first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $211M in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Adage Capital Partners held 93,615 shares of Otis Worldwide worth $7.22M as of Q1 2026.
  • Otis Worldwide was a new Adage Capital Partners position in Q1 2026.
  • Otis Worldwide made up 0.01% of Adage Capital Partners's portfolio in Q1 2026, its #741 holding.
  • Adage Capital Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
  • Adage Capital Partners's Otis Worldwide position peaked at $211M in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.