Calamos Advisors
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Calamos Advisors’s Otis Worldwide OTIS Stock Holding History

Calamos 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 		$5.21M Buy
67,535
+2,765
+4% +$242K 0.02% 546
2025
Q4 		$5.66M Sell
64,770
-2,480
-4% -$222K 0.02% 511
2025
Q3 		$6.15M Hold
67,250
– – 0.02% 521
2025
Q2 		$6.66M Hold
67,250
– – 0.03% 510
2025
Q1 		$6.94M Buy
67,250
+743
+1% +$72.6K 0.03% 462
2024
Q4 		$6.16M Sell
66,507
-97
-0.1% -$9.73K 0.03% 497
2024
Q3 		$6.92M Sell
66,604
-1,619
-2% -$154K 0.03% 487
2024
Q2 		$6.57M Sell
68,223
-2,504
-4% -$241K 0.03% 481
2024
Q1 		$7.02M Sell
70,727
-1,762
-2% -$163K 0.03% 468
2023
Q4 		$6.49M Sell
72,489
-1,550
-2% -$129K 0.03% 482
2023
Q3 		$5.95M Buy
74,039
+1,264
+2% +$108K 0.03% 503
2023
Q2 		$6.48M Hold
72,775
– – 0.03% 528
2023
Q1 		$6.14M Sell
72,775
-9,098
-11% -$753K 0.03% 575
2022
Q4 		$6.41M Sell
81,873
-14,476
-15% -$1.07M 0.03% 597
2022
Q3 		$6.15M Hold
96,349
– – 0.03% 619
2022
Q2 		$6.81M Buy
96,349
+2,594
+3% +$191K 0.03% 614
2022
Q1 		$7.21M Buy
93,755
+12,497
+15% +$999K 0.03% 607
2021
Q4 		$7.08M Buy
81,258
+3,146
+4% +$263K 0.03% 610
2021
Q3 		$6.43M Buy
78,112
+6,893
+10% +$606K 0.03% 539
2021
Q2 		$5.82M Buy
71,219
+16,199
+29% +$1.25M 0.03% 526
2021
Q1 		$3.77M Buy
55,020
+1,701
+3% +$111K 0.02% 604
2020
Q4 		$3.6M Sell
53,319
-2,309
-4% -$150K 0.02% 548
2020
Q3 		$3.47M Sell
55,628
-4,883
-8% -$299K 0.02% 512
2020
Q2 		$3.44M Buy
+60,511
New +$3.14M 0.02% 514

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

Calamos Advisors's OTIS Position: Q1 2026 in Review

Calamos Advisors increased its Otis Worldwide (OTIS) stake by 4.3% in Q1 2026, buying an estimated $242K and bringing the position to 67,535 shares worth $5.21M. The position accounts for 0.02% of the portfolio, ranked #546.

Calamos Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.21M in Q1 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Calamos Advisors held 67,535 shares of Otis Worldwide worth $5.21M as of Q1 2026.
  • Calamos Advisors bought 2,765 Otis Worldwide shares in Q1 2026, an estimated $242K.
  • Otis Worldwide made up 0.02% of Calamos Advisors's portfolio in Q1 2026, its #546 holding.
  • Calamos Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Calamos Advisors's Otis Worldwide position peaked at $7.21M in Q1 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.