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Atom Investors’s Otis Worldwide OTIS Stock Holding History

Atom Investors’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 		$290K Sell
3,768
-724
-16% -$63.3K 0.02% 552
2025
Q4 		$392K Sell
4,492
-18,416
-80% -$1.65M 0.03% 411
2025
Q3 		$2.09M Buy
22,908
+12,464
+119% +$1.13M 0.16% 163
2025
Q2 		$1.03M Buy
+10,444
New +$1.01M 0.09% 242

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

Atom Investors's OTIS Position: Q1 2026 in Review

Atom Investors reduced its Otis Worldwide (OTIS) stake by 16% in Q1 2026, selling an estimated $63.3K and leaving 3,768 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #552.

Atom Investors first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Atom Investors held 3,768 shares of Otis Worldwide worth $290K as of Q1 2026.
  • Atom Investors sold 724 Otis Worldwide shares in Q1 2026, an estimated $63.3K.
  • Otis Worldwide made up 0.02% of Atom Investors's portfolio in Q1 2026, its #552 holding.
  • Atom Investors first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • Atom Investors's Otis Worldwide position peaked at $2.09M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.