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Empirical Finance’s Otis Worldwide OTIS Stock Holding History

Empirical Finance’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 		$1.07M Sell
13,946
-30
-0.2% -$2.63K 0.05% 282
2025
Q4 		$1.22M Sell
13,976
-620
-4% -$55.5K 0.06% 257
2025
Q3 		$1.33M Buy
14,596
+134
+0.9% +$12.2K 0.06% 254
2025
Q2 		$1.43M Buy
14,462
+89
+0.6% +$8.59K 0.08% 235
2025
Q1 		$1.48M Buy
14,373
+333
+2% +$32.5K 0.09% 210
2024
Q4 		$1.3M Sell
14,040
-176
-1% -$17.6K 0.08% 218
2024
Q3 		$1.48M Buy
14,216
+276
+2% +$26.3K 0.09% 202
2024
Q2 		$1.34M Sell
13,940
-1,089
-7% -$105K 0.08% 198
2024
Q1 		$1.49M Buy
15,029
+495
+3% +$45.8K 0.09% 205
2023
Q4 		$1.3M Buy
14,534
+106
+0.7% +$8.81K 0.09% 207
2023
Q3 		$1.16M Buy
14,428
+1,435
+11% +$123K 0.09% 212
2023
Q2 		$1.16M Buy
12,993
+1,452
+13% +$122K 0.09% 208
2023
Q1 		$974K Buy
11,541
+583
+5% +$48.2K 0.09% 215
2022
Q4 		$858K Buy
10,958
+872
+9% +$64.4K 0.09% 229
2022
Q3 		$643K Buy
10,086
+1,704
+20% +$125K 0.08% 255
2022
Q2 		$592K Buy
8,382
+464
+6% +$34.2K 0.08% 243
2022
Q1 		$609K Buy
7,918
+901
+13% +$72K 0.07% 264
2021
Q4 		$611K Buy
7,017
+1,980
+39% +$166K 0.07% 253
2021
Q3 		$414K Buy
5,037
+303
+6% +$26.6K 0.06% 291
2021
Q2 		$387K Buy
4,734
+720
+18% +$55.4K 0.06% 287
2021
Q1 		$271K Hold
4,014
– – 0.05% 285
2020
Q4 		$271K Buy
4,014
+726
+22% +$47.1K 0.05% 285
2020
Q3 		$205K Buy
+3,288
New +$201K 0.04% 281

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

Empirical Finance's OTIS Position: Q1 2026 in Review

Empirical Finance reduced its Otis Worldwide (OTIS) stake by 0.21% in Q1 2026, selling an estimated $2.63K and leaving 13,946 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #282.

Empirical Finance first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q1 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Empirical Finance held 13,946 shares of Otis Worldwide worth $1.07M as of Q1 2026.
  • Empirical Finance sold 30 Otis Worldwide shares in Q1 2026, an estimated $2.63K.
  • Otis Worldwide made up 0.05% of Empirical Finance's portfolio in Q1 2026, its #282 holding.
  • Empirical Finance first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Empirical Finance's Otis Worldwide position peaked at $1.49M in Q1 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.