A
OTIS icon

AlphaQuest’s Otis Worldwide OTIS Stock Holding History

AlphaQuest’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
-50,856
Closed -$4.44M – 1446
2025
Q4 		$4.44M Buy
50,856
+16,862
+50% +$1.51M 0.25% 15
2025
Q3 		$3.11M Buy
33,994
+5,551
+20% +$504K 0.2% 99
2025
Q2 		$2.82M Sell
28,443
-4,564
-14% -$441K 0.28% 27
2025
Q1 		$3.41M Buy
33,007
+23,669
+253% +$2.31M 0.37% 10
2024
Q4 		$865K Buy
9,338
+3,151
+51% +$316K 0.11% 279
2024
Q3 		$643K Sell
6,187
-5,384
-47% -$513K 0.06% 549
2024
Q2 		$1.11M Sell
11,571
-13,516
-54% -$1.3M 0.15% 216
2024
Q1 		$2.49M Buy
25,087
+5,013
+25% +$463K 0.43% 6
2023
Q4 		$1.8M Buy
+20,074
New +$1.67M 0.38% 8

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

AlphaQuest's OTIS Position: Q1 2026 in Review

AlphaQuest sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 50,856 shares — an estimated $4.44M sold.

AlphaQuest first reported a position in OTIS in Q4 2023 and held it in 9 quarters. The position peaked at $4.44M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • AlphaQuest reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 50,856 Otis Worldwide shares in Q1 2026, an estimated $4.44M.
  • AlphaQuest first reported a position in Otis Worldwide in Q4 2023 and held it in 9 quarters.
  • AlphaQuest's Otis Worldwide position peaked at $4.44M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.