Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Otis Worldwide OTIS Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-13,000
Closed -$1.19M – 2571
2025
Q3 		$1.19M Buy
+13,000
New +$1.18M ﹤0.01% 2025
2025
Q1 		– Sell
-23,700
Closed -$2.19M – 2255
2024
Q4 		$2.19M Sell
23,700
-27,200
-53% -$2.73M 0.01% 1450
2024
Q3 		$5.29M Buy
50,900
+36,200
+246% +$3.45M 0.01% 998
2024
Q2 		$1.42M Buy
+14,700
New +$1.42M ﹤0.01% 1510
2023
Q4 		– Sell
-24,100
Closed -$1.94M – 2253
2023
Q3 		$1.94M Buy
+24,100
New +$2.06M 0.01% 1374
2023
Q2 		– Sell
-10,800
Closed -$912K – 1843
2023
Q1 		$912K Buy
10,800
+400
+4% +$33.1K ﹤0.01% 1299
2022
Q4 		$814K Buy
+10,400
New +$768K 0.01% 1175
2022
Q1 		– Sell
-16,900
Closed -$1.47M – 1705
2021
Q4 		$1.47M Sell
16,900
-28,800
-63% -$2.41M 0.01% 1154
2021
Q3 		$3.76M Buy
45,700
+18,400
+67% +$1.62M 0.03% 683
2021
Q2 		$2.23M Buy
+27,300
New +$2.1M 0.02% 894

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

Capital Fund Management (CFM)'s OTIS Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Otis Worldwide (OTIS) stake by 35% in Q1 2026, buying an estimated $13.3M and bringing the position to 592,731 shares worth $45.7M. The position accounts for 0.21% of the portfolio, ranked #90.

Capital Fund Management (CFM) first reported a position in OTIS in Q3 2021 and has held it in 12 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Capital Fund Management (CFM) held 592,731 shares of Otis Worldwide worth $45.7M as of Q1 2026.
  • Capital Fund Management (CFM) bought 152,483 Otis Worldwide shares in Q1 2026, an estimated $13.3M.
  • Otis Worldwide made up 0.21% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #90 holding.
  • Capital Fund Management (CFM) first reported a position in Otis Worldwide in Q3 2021 and has held it in 12 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.