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AXQ Capital’s Otis Worldwide OTIS Stock Holding History

AXQ Capital’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 		$4.95M Buy
64,202
+45,972
+252% +$4.02M 0.64% 3
2025
Q4 		$1.59M Buy
+18,230
New +$1.63M 0.36% 65
2024
Q4 		– Sell
-6,274
Closed -$652K – 578
2024
Q3 		$652K Buy
+6,274
New +$598K 0.2% 206

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

AXQ Capital's OTIS Position: Q1 2026 in Review

AXQ Capital increased its Otis Worldwide (OTIS) stake by 252% in Q1 2026, buying an estimated $4.02M and bringing the position to 64,202 shares worth $4.95M. The position accounts for 0.64% of the portfolio, ranked #3.

AXQ Capital first reported a position in OTIS in Q3 2024 and has held it in 3 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • AXQ Capital held 64,202 shares of Otis Worldwide worth $4.95M as of Q1 2026.
  • AXQ Capital bought 45,972 Otis Worldwide shares in Q1 2026, an estimated $4.02M.
  • Otis Worldwide made up 0.64% of AXQ Capital's portfolio in Q1 2026, its #3 holding.
  • AXQ Capital first reported a position in Otis Worldwide in Q3 2024 and has held it in 3 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.