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Board of the Pension Protection Fund’s Otis Worldwide OTIS Stock Holding History

Board of the Pension Protection Fund’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 		$23.1K Sell
300
-100
-25% -$8.75K 0.02% 142
2025
Q4 		$34.9K Buy
+400
New +$35.8K 0.03% 158

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 $315B AUM 27.84% 1-Year Est. Return

Board of the Pension Protection Fund's OTIS Position: Q1 2026 in Review

Board of the Pension Protection Fund reduced its Otis Worldwide (OTIS) stake by 25% in Q1 2026, selling an estimated $8.75K and leaving 300 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #142.

Board of the Pension Protection Fund first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $34.9K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Board of the Pension Protection Fund held 300 shares of Otis Worldwide worth $23.1K as of Q1 2026.
  • Board of the Pension Protection Fund sold 100 Otis Worldwide shares in Q1 2026, an estimated $8.75K.
  • Otis Worldwide made up 0.02% of Board of the Pension Protection Fund's portfolio in Q1 2026, its #142 holding.
  • Board of the Pension Protection Fund first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • Board of the Pension Protection Fund's Otis Worldwide position peaked at $34.9K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Board of the Pension Protection Fund's 13F filing for Q1 2026, filed 27 Apr 2026.