Aigen Investment Management’s Otis Worldwide OTIS Stock Holding History

Aigen Investment Management’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	–	Sell	-17,363	Closed	-$1.52M	–	718
2025 Q4	$1.52M	Sell	17,363 -11,713	-40%	-$1.05M	0.35%	70
2025 Q3	$2.66M	Sell	29,076 -17,074	-37%	-$1.55M	0.41%	41
2025 Q2	$4.57M	Buy	+46,150	New	+$4.46M	0.63%	17
2024 Q2	–	Sell	-4,067	Closed	-$404K	–	958
2024 Q1	$404K	Buy	+4,067	New	+$376K	0.09%	344
2023 Q4	–	Sell	-26,059	Closed	-$2.09M	–	1003
2023 Q3	$2.09M	Buy	+26,059	New	+$2.23M	0.39%	35
2022 Q1	–	Sell	-26,900	Closed	-$2.27M	–	931
2021 Q4	$2.27M	Sell	26,900 -2,726	-9%	-$228K	0.14%	195
2021 Q3	$2.44M	Buy	+29,626	New	+$2.61M	0.47%	57
2021 Q2	–	Sell	-25,686	Closed	-$1.76M	–	663
2021 Q1	$1.76M	Buy	+25,686	New	+$1.68M	0.23%	101
2020 Q4	–	Sell	-12,194	Closed	-$761K	–	971
2020 Q3	$761K	Buy	+12,194	New	+$746K	0.1%	319

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aigen Investment Management's OTIS Position: Q1 2026 in Review

Aigen Investment Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 17,363 shares — an estimated $1.52M sold.

Aigen Investment Management first reported a position in OTIS in Q3 2020 and held it in 9 quarters. The position peaked at $4.57M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Aigen Investment Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Aigen Investment Management sold 17,363 Otis Worldwide shares in Q1 2026, an estimated $1.52M.
Aigen Investment Management first reported a position in Otis Worldwide in Q3 2020 and held it in 9 quarters.
Aigen Investment Management's Otis Worldwide position peaked at $4.57M in Q2 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.