Aquatic Capital Management’s Otis Worldwide OTIS Stock Holding History

Aquatic 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	$7.75M	Sell	100,609 -23,398	-19%	-$2.05M	0.22%	113
2025 Q4	$10.8M	Sell	124,007 -98,206	-44%	-$8.79M	0.31%	72
2025 Q3	$20.3M	Buy	222,213 +137,996	+164%	+$12.5M	0.38%	62
2025 Q2	$8.34M	Buy	84,217 +68,777	+445%	+$6.64M	0.17%	159
2025 Q1	$1.59M	Sell	15,440 -25,045	-62%	-$2.45M	0.04%	471
2024 Q4	$3.75M	Buy	+40,485	New	+$4.06M	0.1%	252
2024 Q1	–	Sell	-36,400	Closed	-$3.26M	–	1531
2023 Q4	$3.26M	Buy	36,400 +21,700	+148%	+$1.8M	0.08%	235
2023 Q3	$1.18M	Buy	+14,700	New	+$1.26M	0.05%	302

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

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

Aquatic Capital Management reduced its Otis Worldwide (OTIS) stake by 19% in Q1 2026, selling an estimated $2.05M and leaving 100,609 shares worth $7.75M. The position accounts for 0.22% of the portfolio, ranked #113.

Aquatic Capital Management first reported a position in OTIS in Q3 2023 and has held it in 8 quarters since. The position peaked at $20.3M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Aquatic Capital Management held 100,609 shares of Otis Worldwide worth $7.75M as of Q1 2026.
Aquatic Capital Management sold 23,398 Otis Worldwide shares in Q1 2026, an estimated $2.05M.
Otis Worldwide made up 0.22% of Aquatic Capital Management's portfolio in Q1 2026, its #113 holding.
Aquatic Capital Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 8 quarters since.
Aquatic Capital Management's Otis Worldwide position peaked at $20.3M in Q3 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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