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Chicago Capital’s Otis Worldwide OTIS Stock Holding History

Chicago Capital’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 		$1.85M Buy
23,958
+3,547
+17% +$310K 0.05% 145
2025
Q4 		$1.78M Buy
20,411
+1,210
+6% +$108K 0.04% 148
2025
Q3 		$1.76M Buy
19,201
+2,420
+14% +$220K 0.04% 145
2025
Q2 		$1.66M Buy
16,781
+2,920
+21% +$282K 0.04% 143
2025
Q1 		$1.43M Buy
13,861
+6,455
+87% +$631K 0.04% 145
2024
Q4 		$686K Buy
7,406
+13
+0.2% +$1.3K 0.02% 194
2024
Q3 		$768K Buy
7,393
+160
+2% +$15.2K 0.02% 185
2024
Q2 		$696K Buy
7,233
+250
+4% +$24.1K 0.02% 193
2024
Q1 		$693K Sell
6,983
-102
-1% -$9.43K 0.02% 191
2023
Q4 		$634K Hold
7,085
– – 0.02% 179
2023
Q3 		$569K Buy
7,085
+102
+1% +$8.72K 0.03% 145
2023
Q2 		$622K Buy
6,983
+103
+1% +$8.68K 0.03% 141
2023
Q1 		$581K Hold
6,880
– – 0.03% 149
2022
Q4 		$539K Sell
6,880
-125
-2% -$9.23K 0.03% 154
2022
Q3 		$447K Sell
7,005
-313
-4% -$22.9K 0.03% 169
2022
Q2 		$517K Buy
7,318
+375
+5% +$27.6K 0.03% 161
2022
Q1 		$534K Hold
6,943
– – 0.02% 170
2021
Q4 		$605K Hold
6,943
– – 0.02% 166
2021
Q3 		$571K Buy
6,943
+63
+0.9% +$5.54K 0.02% 170
2021
Q2 		$563K Hold
6,880
– – 0.02% 168
2021
Q1 		$471K Sell
6,880
-776
-10% -$50.7K 0.02% 176
2020
Q4 		$517K Sell
7,656
-228
-3% -$14.8K 0.02% 163
2020
Q3 		$492K Buy
7,884
+27
+0.3% +$1.65K 0.03% 155
2020
Q2 		$447K Buy
+7,857
New +$407K 0.03% 159

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

Chicago Capital's OTIS Position: Q1 2026 in Review

Chicago Capital increased its Otis Worldwide (OTIS) stake by 17% in Q1 2026, buying an estimated $310K and bringing the position to 23,958 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #145.

Chicago Capital first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Chicago Capital held 23,958 shares of Otis Worldwide worth $1.85M as of Q1 2026.
  • Chicago Capital bought 3,547 Otis Worldwide shares in Q1 2026, an estimated $310K.
  • Otis Worldwide made up 0.05% of Chicago Capital's portfolio in Q1 2026, its #145 holding.
  • Chicago Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Chicago Capital's 13F filing for Q1 2026, filed 24 Apr 2026.