Calamos Wealth Management’s Otis Worldwide OTIS Stock Holding History

Calamos Wealth 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	$213K	Buy	+2,765	New	+$242K	0.01%	512
2023 Q4	–	Sell	-3,202	Closed	-$257K	–	333
2023 Q3	$257K	Buy	3,202 +283	+10%	+$24.2K	0.02%	275
2023 Q2	$260K	Buy	2,919 +5	+0.2%	+$421	0.02%	274
2023 Q1	$246K	Sell	2,914 -11	-0.4%	-$910	0.02%	278
2022 Q4	$229K	Buy	+2,925	New	+$216K	0.02%	292
2022 Q3	–	Sell	-2,873	Closed	-$203K	–	334
2022 Q2	$203K	Sell	2,873 -158	-5%	-$11.6K	0.02%	302
2022 Q1	$233K	Buy	3,031 +153	+5%	+$12.2K	0.02%	309
2021 Q4	$251K	Buy	2,878 +47	+2%	+$3.93K	0.02%	300
2021 Q3	$233K	Hold	2,831	–	–	0.02%	299
2021 Q2	$231K	Buy	+2,831	New	+$218K	0.02%	303

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

Calamos Wealth Management's OTIS Position: Q1 2026 in Review

Calamos Wealth Management opened a new position in Otis Worldwide (OTIS) in Q1 2026: 2,765 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Calamos Wealth Management previously reported a position in OTIS as recently as Q3 2023.

Calamos Wealth Management first reported a position in OTIS in Q2 2021 and has held it in 10 quarters since. The position peaked at $260K in Q2 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Calamos Wealth Management held 2,765 shares of Otis Worldwide worth $213K as of Q1 2026.
Otis Worldwide was a new Calamos Wealth Management position in Q1 2026.
Otis Worldwide made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #512 holding.
Calamos Wealth Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 10 quarters since.
Calamos Wealth Management's Otis Worldwide position peaked at $260K in Q2 2023.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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