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Empowered Funds’s Otis Worldwide OTIS Stock Holding History

Empowered Funds’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 		$5.05M Buy
65,540
+23,418
+56% +$2.05M 0.03% 635
2025
Q4 		$3.68M Buy
42,122
+12,684
+43% +$1.13M 0.06% 332
2025
Q3 		$2.69M Buy
29,438
+19,542
+197% +$1.77M 0.03% 769
2025
Q2 		$980K Buy
9,896
+908
+10% +$87.7K 0.01% 1078
2025
Q1 		$928K Buy
8,988
+857
+11% +$83.7K 0.01% 1026
2024
Q4 		$753K Buy
8,131
+845
+12% +$84.7K 0.01% 1049
2024
Q3 		$757K Buy
7,286
+668
+10% +$63.6K 0.01% 983
2024
Q2 		$637K Buy
6,618
+413
+7% +$39.8K 0.01% 986
2024
Q1 		$616K Buy
6,205
+1,884
+44% +$174K 0.01% 1025
2023
Q4 		$387K Buy
4,321
+802
+23% +$66.7K 0.01% 1044
2023
Q3 		$283K Buy
3,519
+569
+19% +$48.7K 0.01% 1072
2023
Q2 		$263K Buy
+2,950
New +$249K 0.01% 1004

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

Empowered Funds's OTIS Position: Q1 2026 in Review

Empowered Funds increased its Otis Worldwide (OTIS) stake by 56% in Q1 2026, buying an estimated $2.05M and bringing the position to 65,540 shares worth $5.05M. The position accounts for 0.03% of the portfolio, ranked #635.

Empowered Funds first reported a position in OTIS in Q2 2023 and has held it in 12 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Empowered Funds held 65,540 shares of Otis Worldwide worth $5.05M as of Q1 2026.
  • Empowered Funds bought 23,418 Otis Worldwide shares in Q1 2026, an estimated $2.05M.
  • Otis Worldwide made up 0.03% of Empowered Funds's portfolio in Q1 2026, its #635 holding.
  • Empowered Funds first reported a position in Otis Worldwide in Q2 2023 and has held it in 12 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.