DGM
OTIS icon

Delta Global Management’s Otis Worldwide OTIS Stock Holding History

Delta Global 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 		– Sell
-26,657
Closed -$2.33M – 208
2025
Q4 		$2.33M Sell
26,657
-1,382
-5% -$124K 0.17% 91
2025
Q3 		$2.56M Buy
28,039
+2,207
+9% +$200K 0.19% 74
2025
Q2 		$2.56M Buy
+25,832
New +$2.49M 0.17% 83

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

Delta Global Management's OTIS Position: Q1 2026 in Review

Delta Global Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 26,657 shares — an estimated $2.33M sold.

Delta Global Management first reported a position in OTIS in Q2 2025 and held it in 3 quarters. The position peaked at $2.56M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Delta Global Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Delta Global Management sold 26,657 Otis Worldwide shares in Q1 2026, an estimated $2.33M.
  • Delta Global Management first reported a position in Otis Worldwide in Q2 2025 and held it in 3 quarters.
  • Delta Global Management's Otis Worldwide position peaked at $2.56M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Delta Global Management's 13F filing for Q1 2026, filed 15 May 2026.