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Dynamic Technology Lab’s Otis Worldwide OTIS Stock Holding History

Dynamic Technology Lab’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 		$3.23M Buy
41,963
+28,361
+209% +$2.48M 0.53% 9
2025
Q4 		$1.19M Buy
+13,602
New +$1.22M 0.27% 87
2025
Q3 		– Sell
-2,121
Closed -$210K – 1110
2025
Q2 		$210K Buy
+2,121
New +$205K 0.03% 789
2025
Q1 		– Sell
-8,900
Closed -$824K – 1252
2024
Q4 		$824K Buy
+8,900
New +$892K 0.13% 270
2024
Q3 		– Sell
-2,615
Closed -$252K – 1256
2024
Q2 		$252K Sell
2,615
-13,607
-84% -$1.31M 0.03% 732
2024
Q1 		$1.61M Sell
16,222
-12,579
-44% -$1.16M 0.17% 167
2023
Q4 		$2.58M Buy
+28,801
New +$2.39M 0.27% 68
2023
Q3 		– Sell
-6,608
Closed -$588K – 1218
2023
Q2 		$588K Buy
+6,608
New +$557K 0.07% 451
2022
Q4 		– Sell
-23,157
Closed -$1.48M – 1408
2022
Q3 		$1.48M Buy
+23,157
New +$1.69M 0.15% 233
2022
Q1 		– Sell
-3,880
Closed -$338K – 1402
2021
Q4 		$338K Sell
3,880
-12,138
-76% -$1.02M 0.04% 754
2021
Q3 		$1.32M Buy
16,018
+10,572
+194% +$930K 0.16% 181
2021
Q2 		$445K Buy
+5,446
New +$419K 0.04% 637
2020
Q4 		– Sell
-10,190
Closed -$636K – 1254
2020
Q3 		$636K Buy
+10,190
New +$623K 0.1% 347

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

Dynamic Technology Lab's OTIS Position: Q1 2026 in Review

Dynamic Technology Lab increased its Otis Worldwide (OTIS) stake by 209% in Q1 2026, buying an estimated $2.48M and bringing the position to 41,963 shares worth $3.23M. The position accounts for 0.53% of the portfolio, ranked #9.

Dynamic Technology Lab first reported a position in OTIS in Q3 2020 and has held it in 13 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Dynamic Technology Lab held 41,963 shares of Otis Worldwide worth $3.23M as of Q1 2026.
  • Dynamic Technology Lab bought 28,361 Otis Worldwide shares in Q1 2026, an estimated $2.48M.
  • Otis Worldwide made up 0.53% of Dynamic Technology Lab's portfolio in Q1 2026, its #9 holding.
  • Dynamic Technology Lab first reported a position in Otis Worldwide in Q3 2020 and has held it in 13 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.