Dark Forest Capital Management’s Otis Worldwide OTIS Stock Holding History

Dark Forest Capital Management’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	$1.7M	Buy	22,011 +15,541	+240%	+$1.36M	0.15%	198
2025 Q4	$565K	Sell	6,470 -9,207	-59%	-$824K	0.03%	796
2025 Q3	$1.43M	Buy	+15,677	New	+$1.42M	0.05%	606
2024 Q4	–	Sell	-3,125	Closed	-$325K	–	1214
2024 Q3	$325K	Buy	+3,125	New	+$298K	0.04%	577
2024 Q2	–	Sell	-2,450	Closed	-$243K	–	835
2024 Q1	$243K	Sell	2,450 -2,464	-50%	-$228K	0.04%	540
2023 Q4	$440K	Sell	4,914 -3,789	-44%	-$315K	0.07%	256
2023 Q3	$699K	Buy	8,703 +2,793	+47%	+$239K	0.05%	568
2023 Q2	$526K	Buy	+5,910	New	+$498K	0.05%	607
2022 Q1	–	Sell	-2,016	Closed	-$176K	–	1625
2021 Q4	$176K	Buy	+2,016	New	+$169K	0.06%	247

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

Dark Forest Capital Management's OTIS Position: Q1 2026 in Review

Dark Forest Capital Management increased its Otis Worldwide (OTIS) stake by 240% in Q1 2026, buying an estimated $1.36M and bringing the position to 22,011 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #198.

Dark Forest Capital Management first reported a position in OTIS in Q4 2021 and has held it in 9 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Dark Forest Capital Management held 22,011 shares of Otis Worldwide worth $1.7M as of Q1 2026.
Dark Forest Capital Management bought 15,541 Otis Worldwide shares in Q1 2026, an estimated $1.36M.
Otis Worldwide made up 0.15% of Dark Forest Capital Management's portfolio in Q1 2026, its #198 holding.
Dark Forest Capital Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 9 quarters since.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.