Balyasny Asset Management’s Otis Worldwide OTIS Stock Holding History

Balyasny Asset 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	$478K	Sell	6,199 -123,152	-95%	-$10.8M	﹤0.01%	2391
2025 Q4	$11.3M	Sell	129,351 -517,341	-80%	-$46.3M	0.01%	971
2025 Q3	$59.1M	Buy	+646,692	New	+$58.7M	0.07%	304
2024 Q1	–	Sell	-4,514	Closed	-$404K	–	2974
2023 Q4	$404K	Sell	4,514 -1,680	-27%	-$140K	﹤0.01%	2035
2023 Q3	$497K	Sell	6,194 -788,788	-99%	-$67.5M	﹤0.01%	1762
2023 Q2	$70.8M	Sell	794,982 -471,458	-37%	-$39.7M	0.16%	166
2023 Q1	$107M	Buy	1,266,440 +336,375	+36%	+$27.8M	0.27%	77
2022 Q4	$72.8M	Sell	930,065 -117,148	-11%	-$8.65M	0.2%	121
2022 Q3	$66.8M	Buy	+1,047,213	New	+$76.6M	0.21%	101
2022 Q2	–	Sell	-198,816	Closed	-$15.3M	–	3060
2022 Q1	$15.3M	Buy	+198,816	New	+$15.9M	0.05%	532
2021 Q1	–	Sell	-117,803	Closed	-$7.96M	–	2002
2020 Q4	$7.96M	Sell	117,803 -838,997	-88%	-$54.4M	0.04%	497
2020 Q3	$59.7M	Buy	956,800 +62,746	+7%	+$3.84M	0.44%	35
2020 Q2	$50.8M	Buy	+894,054	New	+$46.3M	0.44%	40

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

Balyasny Asset Management's OTIS Position: Q1 2026 in Review

Balyasny Asset Management reduced its Otis Worldwide (OTIS) stake by 95% in Q1 2026, selling an estimated $10.8M and leaving 6,199 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Balyasny Asset Management first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $107M in Q1 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Balyasny Asset Management held 6,199 shares of Otis Worldwide worth $478K as of Q1 2026.
Balyasny Asset Management sold 123,152 Otis Worldwide shares in Q1 2026, an estimated $10.8M.
Otis Worldwide made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2391 holding.
Balyasny Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
Balyasny Asset Management's Otis Worldwide position peaked at $107M in Q1 2023.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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