EGM
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Engineers Gate Manager’s Otis Worldwide OTIS Stock Holding History

Engineers Gate Manager’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 		$21.5M Sell
278,468
-448,894
-62% -$39.3M 0.27% 74
2025
Q4 		$63.5M Buy
727,362
+630,915
+654% +$56.4M 0.75% 16
2025
Q3 		$8.82M Sell
96,447
-98,895
-51% -$8.98M 0.1% 247
2025
Q2 		$19.3M Buy
+195,342
New +$18.9M 0.24% 88
2025
Q1 		– Sell
-145,157
Closed -$13.4M – 2462
2024
Q4 		$13.4M Buy
+145,157
New +$14.6M 0.23% 99
2024
Q3 		– Sell
-22,123
Closed -$2.13M – 2319
2024
Q2 		$2.13M Buy
22,123
+4,914
+29% +$474K 0.05% 526
2024
Q1 		$1.71M Buy
17,209
+2,979
+21% +$275K 0.05% 545
2023
Q4 		$1.27M Sell
14,230
-61,715
-81% -$5.13M 0.04% 663
2023
Q3 		$6.1M Buy
75,945
+3,275
+5% +$280K 0.23% 91
2023
Q2 		$6.47M Buy
72,670
+65,602
+928% +$5.53M 0.24% 84
2023
Q1 		$597K Buy
+7,068
New +$585K 0.02% 886
2022
Q4 		– Sell
-32,038
Closed -$2.04M – 1943
2022
Q3 		$2.04M Buy
32,038
+8,169
+34% +$598K 0.13% 190
2022
Q2 		$1.69M Sell
23,869
-14,241
-37% -$1.05M 0.06% 426
2022
Q1 		$2.93M Buy
38,110
+16,680
+78% +$1.33M 0.11% 212
2021
Q4 		$1.87M Sell
21,430
-5,851
-21% -$490K 0.08% 305
2021
Q3 		$2.25M Buy
27,281
+10,282
+60% +$904K 0.13% 198
2021
Q2 		$1.39M Sell
16,999
-9,303
-35% -$716K 0.09% 294
2021
Q1 		$1.8M Sell
26,302
-47,130
-64% -$3.08M 0.09% 308
2020
Q4 		$4.96M Sell
73,432
-22,252
-23% -$1.44M 0.22% 90
2020
Q3 		$5.97M Buy
95,684
+73,531
+332% +$4.5M 0.28% 47
2020
Q2 		$1.26M Buy
+22,153
New +$1.15M 0.06% 484

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

Engineers Gate Manager's OTIS Position: Q1 2026 in Review

Engineers Gate Manager reduced its Otis Worldwide (OTIS) stake by 62% in Q1 2026, selling an estimated $39.3M and leaving 278,468 shares worth $21.5M. The position accounts for 0.27% of the portfolio, ranked #74.

Engineers Gate Manager first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $63.5M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Engineers Gate Manager held 278,468 shares of Otis Worldwide worth $21.5M as of Q1 2026.
  • Engineers Gate Manager sold 448,894 Otis Worldwide shares in Q1 2026, an estimated $39.3M.
  • Otis Worldwide made up 0.27% of Engineers Gate Manager's portfolio in Q1 2026, its #74 holding.
  • Engineers Gate Manager first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Engineers Gate Manager's Otis Worldwide position peaked at $63.5M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.