BFM
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Boothbay Fund Management’s Otis Worldwide OTIS Stock Holding History

Boothbay Fund 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 		$1.19M Buy
15,446
+2,231
+17% +$195K 0.02% 862
2025
Q4 		$1.15M Sell
13,215
-93,085
-88% -$8.33M 0.02% 745
2025
Q3 		$9.72M Buy
106,300
+104,197
+4,955% +$9.46M 0.14% 166
2025
Q2 		$208K Buy
+2,103
New +$203K ﹤0.01% 1239
2025
Q1 		– Sell
-9,224
Closed -$854K – 1680
2024
Q4 		$854K Buy
+9,224
New +$925K 0.02% 691
2024
Q3 		– Sell
-8,225
Closed -$792K – 1841
2024
Q2 		$792K Buy
8,225
+4,159
+102% +$401K 0.02% 817
2024
Q1 		$404K Sell
4,066
-2,053
-34% -$190K 0.01% 1091
2023
Q4 		$547K Sell
6,119
-408
-6% -$33.9K 0.01% 959
2023
Q3 		$524K Buy
+6,527
New +$558K 0.01% 1014
2023
Q2 		– Sell
-3,300
Closed -$279K – 2164
2023
Q1 		$279K Buy
+3,300
New +$273K 0.01% 1554
2022
Q4 		– Sell
-4,982
Closed -$318K – 2334
2022
Q3 		$318K Buy
+4,982
New +$364K 0.01% 1493
2021
Q2 		– Sell
-15,404
Closed -$1.05M – 2042
2021
Q1 		$1.05M Buy
15,404
+3,404
+28% +$223K 0.04% 572
2020
Q4 		$811K Sell
12,000
-19,931
-62% -$1.29M 0.03% 574
2020
Q3 		$1.99M Buy
31,931
+11,265
+55% +$689K 0.12% 227
2020
Q2 		$1.18M Buy
+20,666
New +$1.07M 0.08% 337

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

Boothbay Fund Management's OTIS Position: Q1 2026 in Review

Boothbay Fund Management increased its Otis Worldwide (OTIS) stake by 17% in Q1 2026, buying an estimated $195K and bringing the position to 15,446 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #862.

Boothbay Fund Management first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. The position peaked at $9.72M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Boothbay Fund Management held 15,446 shares of Otis Worldwide worth $1.19M as of Q1 2026.
  • Boothbay Fund Management bought 2,231 Otis Worldwide shares in Q1 2026, an estimated $195K.
  • Otis Worldwide made up 0.02% of Boothbay Fund Management's portfolio in Q1 2026, its #862 holding.
  • Boothbay Fund Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
  • Boothbay Fund Management's Otis Worldwide position peaked at $9.72M in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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