AG
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Algert Global’s Otis Worldwide OTIS Stock Holding History

Algert Global’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 		$1.95M Buy
25,277
+16,627
+192% +$1.45M 0.03% 721
2025
Q4 		$756K Sell
8,650
-22,915
-73% -$2.05M 0.01% 895
2025
Q3 		$2.89M Buy
31,565
+27,645
+705% +$2.51M 0.05% 572
2025
Q2 		$388K Buy
+3,920
New +$378K 0.01% 985

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

Algert Global's OTIS Position: Q1 2026 in Review

Algert Global increased its Otis Worldwide (OTIS) stake by 192% in Q1 2026, buying an estimated $1.45M and bringing the position to 25,277 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #721.

Algert Global first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.89M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Algert Global held 25,277 shares of Otis Worldwide worth $1.95M as of Q1 2026.
  • Algert Global bought 16,627 Otis Worldwide shares in Q1 2026, an estimated $1.45M.
  • Otis Worldwide made up 0.03% of Algert Global's portfolio in Q1 2026, its #721 holding.
  • Algert Global first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • Algert Global's Otis Worldwide position peaked at $2.89M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.