Campbell & Co Investment Adviser’s Otis Worldwide OTIS Stock Holding History

Campbell & Co Investment Adviser’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	–	Sell	-64,553	Closed	-$5.64M	–	1328
2025 Q4	$5.64M	Buy	+64,553	New	+$5.77M	0.27%	77
2025 Q3	–	Sell	-24,196	Closed	-$2.4M	–	1318
2025 Q2	$2.4M	Buy	+24,196	New	+$2.34M	0.15%	200
2025 Q1	–	Sell	-6,660	Closed	-$617K	–	1250
2024 Q4	$617K	Buy	6,660 +458	+7%	+$45.9K	0.05%	582
2024 Q3	$645K	Buy	6,202 +2,698	+77%	+$257K	0.05%	610
2024 Q2	$337K	Buy	3,504 +574	+20%	+$55.3K	0.03%	796
2024 Q1	$291K	Sell	2,930 -1,965	-40%	-$182K	0.03%	918
2023 Q4	$438K	Sell	4,895 -16,718	-77%	-$1.39M	0.04%	780
2023 Q3	$1.74M	Buy	21,613 +4,850	+29%	+$415K	0.21%	120
2023 Q2	$1.49M	Buy	+16,763	New	+$1.41M	0.27%	60

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

Campbell & Co Investment Adviser's OTIS Position: Q1 2026 in Review

Campbell & Co Investment Adviser sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 64,553 shares — an estimated $5.64M sold.

Campbell & Co Investment Adviser first reported a position in OTIS in Q2 2023 and held it in 9 quarters. The position peaked at $5.64M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Campbell & Co Investment Adviser reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Campbell & Co Investment Adviser sold 64,553 Otis Worldwide shares in Q1 2026, an estimated $5.64M.
Campbell & Co Investment Adviser first reported a position in Otis Worldwide in Q2 2023 and held it in 9 quarters.
Campbell & Co Investment Adviser's Otis Worldwide position peaked at $5.64M in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.