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Edgestream Partners’s Otis Worldwide OTIS Stock Holding History

Edgestream Partners’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
-90,100
Closed -$7.87M – 1041
2025
Q4 		$7.87M Buy
+90,100
New +$8.06M 0.22% 124
2024
Q1 		– Sell
-34,526
Closed -$3.09M – 967
2023
Q4 		$3.09M Buy
34,526
+27,191
+371% +$2.26M 0.22% 128
2023
Q3 		$589K Sell
7,335
-37,135
-84% -$3.18M 0.05% 549
2023
Q2 		$3.96M Buy
+44,470
New +$3.75M 0.36% 36

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

Edgestream Partners's OTIS Position: Q1 2026 in Review

Edgestream Partners sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 90,100 shares — an estimated $7.87M sold.

Edgestream Partners first reported a position in OTIS in Q2 2023 and held it in 4 quarters. The position peaked at $7.87M in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Edgestream Partners reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 90,100 Otis Worldwide shares in Q1 2026, an estimated $7.87M.
  • Edgestream Partners first reported a position in Otis Worldwide in Q2 2023 and held it in 4 quarters.
  • Edgestream Partners's Otis Worldwide position peaked at $7.87M in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.