AQR Capital Management
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AQR Capital Management’s Otis Worldwide OTIS Stock Holding History

AQR Capital 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 		$116M Sell
1,517,933
-769,852
-34% -$67.4M 0.05% 467
2025
Q4 		$200M Sell
2,287,785
-308,570
-12% -$27.6M 0.1% 261
2025
Q3 		$237M Buy
2,596,355
+1,445,904
+126% +$131M 0.15% 177
2025
Q2 		$113M Buy
1,150,451
+889,581
+341% +$85.9M 0.09% 314
2025
Q1 		$26.6M Sell
260,870
-117,672
-31% -$11.5M 0.03% 628
2024
Q4 		$35.1M Buy
378,542
+96,105
+34% +$9.64M 0.05% 485
2024
Q3 		$29.4M Buy
282,437
+56,277
+25% +$5.36M 0.04% 523
2024
Q2 		$21.7M Buy
226,160
+32,785
+17% +$3.16M 0.03% 548
2024
Q1 		$19.2M Buy
193,375
+36,464
+23% +$3.37M 0.03% 535
2023
Q4 		$14M Sell
156,911
-64,844
-29% -$5.39M 0.03% 593
2023
Q3 		$17.8M Sell
221,755
-29,890
-12% -$2.56M 0.04% 505
2023
Q2 		$22.4M Sell
251,645
-55,638
-18% -$4.69M 0.05% 446
2023
Q1 		$25.7M Buy
307,283
+19,962
+7% +$1.65M 0.06% 399
2022
Q4 		$22.5M Sell
287,321
-64,924
-18% -$4.79M 0.05% 436
2022
Q3 		$22.5M Sell
352,245
-84,188
-19% -$6.16M 0.05% 405
2022
Q2 		$30.2M Sell
436,433
-211,751
-33% -$15.6M 0.07% 360
2022
Q1 		$49.9M Sell
648,184
-135,505
-17% -$10.8M 0.09% 260
2021
Q4 		$67.8M Buy
783,689
+210,803
+37% +$17.6M 0.12% 196
2021
Q3 		$47.1M Buy
572,886
+315,593
+123% +$27.8M 0.09% 270
2021
Q2 		$21M Buy
257,293
+153,276
+147% +$11.8M 0.04% 487
2021
Q1 		$7.12M Buy
104,017
+57,026
+121% +$3.73M 0.01% 747
2020
Q4 		$3.13M Sell
46,991
-54,505
-54% -$3.54M 0.01% 952
2020
Q3 		$6.33M Buy
101,496
+59,322
+141% +$3.63M 0.01% 723
2020
Q2 		$2.4M Buy
+42,174
New +$2.19M ﹤0.01% 1078

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

AQR Capital Management's OTIS Position: Q1 2026 in Review

AQR Capital Management reduced its Otis Worldwide (OTIS) stake by 34% in Q1 2026, selling an estimated $67.4M and leaving 1,517,933 shares worth $116M. The position accounts for 0.05% of the portfolio, ranked #467.

AQR Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $237M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • AQR Capital Management held 1,517,933 shares of Otis Worldwide worth $116M as of Q1 2026.
  • AQR Capital Management sold 769,852 Otis Worldwide shares in Q1 2026, an estimated $67.4M.
  • Otis Worldwide made up 0.05% of AQR Capital Management's portfolio in Q1 2026, its #467 holding.
  • AQR Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • AQR Capital Management's Otis Worldwide position peaked at $237M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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