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Battery Global Advisors’s Otis Worldwide OTIS Stock Holding History

Battery Global Advisors’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 		$1.7K Sell
22
-49
-69% -$4.29K ﹤0.01% 144
2025
Q4 		$509 Buy
71
+49
+223% +$4.38K ﹤0.01% 230
2025
Q3 		$2.01K Hold
22
– – ﹤0.01% 138
2025
Q2 		$2.18K Hold
22
– – ﹤0.01% 132
2025
Q1 		$2.27K Hold
22
– – ﹤0.01% 132
2024
Q4 		$2.04K Hold
22
– – ﹤0.01% 129
2024
Q3 		$2.29K Buy
+22
New +$2.1K ﹤0.01% 131

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

Battery Global Advisors's OTIS Position: Q1 2026 in Review

Battery Global Advisors reduced its Otis Worldwide (OTIS) stake by 69% in Q1 2026, selling an estimated $4.29K and leaving 22 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Battery Global Advisors first reported a position in OTIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.29K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Battery Global Advisors held 22 shares of Otis Worldwide worth $1.7K as of Q1 2026.
  • Battery Global Advisors sold 49 Otis Worldwide shares in Q1 2026, an estimated $4.29K.
  • Otis Worldwide made up ﹤0.01% of Battery Global Advisors's portfolio in Q1 2026, its #144 holding.
  • Battery Global Advisors first reported a position in Otis Worldwide in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's Otis Worldwide position peaked at $2.29K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.