Capstone Investment Advisors
OTIS icon

Capstone Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Capstone Investment 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 		$425K Sell
5,515
-9,279
-63% -$812K ﹤0.01% 1220
2025
Q4 		$1.29M Buy
14,794
+1,965
+15% +$176K ﹤0.01% 767
2025
Q3 		$1.17M Buy
+12,829
New +$1.16M ﹤0.01% 951
2025
Q1 		– Sell
-2,293
Closed -$224K – 1740
2024
Q4 		$212K Sell
2,293
-1,319
-37% -$132K ﹤0.01% 1579
2024
Q3 		$375K Buy
+3,612
New +$344K ﹤0.01% 1315
2024
Q2 		– Sell
-2,386
Closed -$230K – 2357
2024
Q1 		$237K Buy
+2,386
New +$221K ﹤0.01% 1945
2023
Q4 		– Sell
-3,861
Closed -$321K – 2322
2023
Q3 		$310K Buy
3,861
+847
+28% +$72.4K ﹤0.01% 1576
2023
Q2 		$268K Buy
3,014
+1,783
+145% +$150K ﹤0.01% 1446
2023
Q1 		$104K Sell
1,231
-12,597
-91% -$1.04M ﹤0.01% 1364
2022
Q4 		$1.08M Sell
13,828
-14,704
-52% -$1.09M 0.01% 901
2022
Q3 		$1.82M Buy
28,532
+25,947
+1,004% +$1.9M 0.01% 796
2022
Q2 		$183K Sell
2,585
-1,804
-41% -$133K ﹤0.01% 1434
2022
Q1 		$338K Buy
4,389
+3,819
+670% +$305K ﹤0.01% 1568
2021
Q4 		$50K Buy
570
+452
+383% +$37.8K ﹤0.01% 1701
2021
Q3 		$10K Buy
+118
New +$10.4K ﹤0.01% 1939
2021
Q1 		– Sell
-8,334
Closed -$545K – 1886
2020
Q4 		$563K Sell
8,334
-41,294
-83% -$2.68M ﹤0.01% 1225
2020
Q3 		$3.1M Buy
49,628
+5,185
+12% +$317K 0.02% 667
2020
Q2 		$2.53M Buy
+44,443
New +$2.3M 0.02% 635

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

Capstone Investment Advisors's OTIS Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Otis Worldwide (OTIS) stake by 63% in Q1 2026, selling an estimated $812K and leaving 5,515 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Capstone Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.1M in Q3 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Capstone Investment Advisors held 5,515 shares of Otis Worldwide worth $425K as of Q1 2026.
  • Capstone Investment Advisors sold 9,279 Otis Worldwide shares in Q1 2026, an estimated $812K.
  • Otis Worldwide made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1220 holding.
  • Capstone Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
  • Capstone Investment Advisors's Otis Worldwide position peaked at $3.1M in Q3 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.