AlphaGrep UK
OTIS icon

AlphaGrep UK’s Otis Worldwide OTIS Stock Holding History

AlphaGrep UK’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
Q3 		$539K Buy
8,384
+927
+12% +$66K 0.16% 208
2026
Q2 		$534K Sell
7,457
-5,793
-44% -$433K 0.16% 206
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

AlphaGrep UK's OTIS Position: Q3 2026 in Review

AlphaGrep UK increased its Otis Worldwide (OTIS) stake by 12% in Q3 2026, buying an estimated $66K and bringing the position to 8,384 shares worth $539K. The position accounts for 0.16% of the portfolio, ranked #208.

AlphaGrep UK first reported a position in OTIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • AlphaGrep UK held 8,384 shares of Otis Worldwide worth $539K as of Q3 2026.
  • AlphaGrep UK bought 927 Otis Worldwide shares in Q3 2026, an estimated $66K.
  • Otis Worldwide made up 0.16% of AlphaGrep UK's portfolio in Q3 2026, its #208 holding.
  • AlphaGrep UK first reported a position in Otis Worldwide in Q4 2025 and has held it in 4 quarters since.
  • AlphaGrep UK's Otis Worldwide position peaked at $1.02M in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.