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
2025
Q3 		– Sell
-2,100
Closed -$208K – 2016
2025
Q2 		$208K Sell
2,100
-5,300
-72% -$512K ﹤0.01% 1519
2025
Q1 		$764K Sell
7,400
-42,000
-85% -$4.1M ﹤0.01% 960
2024
Q4 		$4.57M Buy
49,400
+4,500
+10% +$451K 0.01% 580
2024
Q3 		$4.67M Buy
44,900
+5,100
+13% +$486K 0.01% 479
2024
Q2 		$3.83M Buy
39,800
+4,400
+12% +$424K 0.01% 518
2024
Q1 		$3.51M Sell
35,400
-31,900
-47% -$2.95M 0.01% 564
2023
Q4 		$6.02M Buy
67,300
+27,500
+69% +$2.29M 0.02% 469
2023
Q3 		$3.2M Buy
39,800
+3,800
+11% +$325K 0.01% 563
2023
Q2 		$3.2M Buy
36,000
+2,000
+6% +$168K 0.02% 499
2023
Q1 		$2.87M Sell
34,000
-27,500
-45% -$2.28M 0.01% 495
2022
Q4 		$4.82M Buy
61,500
+7,400
+14% +$546K 0.04% 398
2022
Q3 		$3.45M Sell
54,100
-4,100
-7% -$300K 0.02% 525
2022
Q2 		$4.11M Sell
58,200
-52,500
-47% -$3.87M 0.02% 472
2022
Q1 		$8.52M Buy
110,700
+66,800
+152% +$5.34M 0.02% 515
2021
Q4 		$3.82M Sell
43,900
-34,300
-44% -$2.87M 0.01% 905
2021
Q3 		$6.43M Sell
78,200
-16,300
-17% -$1.43M 0.01% 768
2021
Q2 		$7.73M Buy
94,500
+25,000
+36% +$1.92M 0.02% 606
2021
Q1 		$4.76M Buy
69,500
+45,100
+185% +$2.95M 0.01% 658
2020
Q4 		$1.65M Buy
+24,400
New +$1.58M 0.01% 935

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.