Fidelity Investments
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Fidelity Investments’s Otis Worldwide OTIS Stock Holding History

Fidelity Investments’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 		$615M Buy
7,979,132
+5,294,456
+197% +$463M 0.03% 439
2025
Q4 		$235M Buy
2,684,676
+638,714
+31% +$57.1M 0.01% 801
2025
Q3 		$187M Sell
2,045,962
-718,973
-26% -$65.3M 0.01% 874
2025
Q2 		$274M Sell
2,764,935
-836,466
-23% -$80.7M 0.02% 699
2025
Q1 		$372M Sell
3,601,401
-21,150
-0.6% -$2.07M 0.02% 568
2024
Q4 		$335M Buy
3,622,551
+86,443
+2% +$8.67M 0.02% 615
2024
Q3 		$368M Buy
3,536,108
+101,278
+3% +$9.65M 0.02% 591
2024
Q2 		$331M Buy
3,434,830
+397,958
+13% +$38.4M 0.02% 602
2024
Q1 		$301M Buy
3,036,872
+162,186
+6% +$15M 0.02% 623
2023
Q4 		$257M Sell
2,874,686
-837,165
-23% -$69.6M 0.02% 653
2023
Q3 		$298M Sell
3,711,851
-99,609
-3% -$8.52M 0.03% 557
2023
Q2 		$339M Sell
3,811,460
-1,709
-0% -$144K 0.03% 530
2023
Q1 		$322M Sell
3,813,169
-165,018
-4% -$13.7M 0.03% 542
2022
Q4 		$312M Sell
3,978,187
-194,386
-5% -$14.4M 0.03% 548
2022
Q3 		$266M Sell
4,172,573
-213,980
-5% -$15.7M 0.03% 572
2022
Q2 		$310M Sell
4,386,553
-1,646,333
-27% -$121M 0.03% 538
2022
Q1 		$464M Sell
6,032,886
-9,146,725
-60% -$731M 0.04% 466
2021
Q4 		$1.32B Buy
15,179,611
+449,187
+3% +$37.6M 0.1% 183
2021
Q3 		$1.21B Buy
14,730,424
+2,749,257
+23% +$242M 0.1% 174
2021
Q2 		$980M Buy
11,981,167
+3,640,221
+44% +$280M 0.08% 235
2021
Q1 		$571M Buy
8,340,946
+876,844
+12% +$57.3M 0.05% 383
2020
Q4 		$504M Buy
7,464,102
+1,000,703
+15% +$64.9M 0.04% 404
2020
Q3 		$403M Buy
6,463,399
+55,885
+0.9% +$3.42M 0.04% 386
2020
Q2 		$364M Buy
+6,407,514
New +$332M 0.04% 402

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Fidelity Investments's OTIS Position: Q1 2026 in Review

Fidelity Investments increased its Otis Worldwide (OTIS) stake by 197% in Q1 2026, buying an estimated $463M and bringing the position to 7,979,132 shares worth $615M. The position accounts for 0.03% of the portfolio, ranked #439.

Fidelity Investments first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.32B in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Fidelity Investments held 7,979,132 shares of Otis Worldwide worth $615M as of Q1 2026.
  • Fidelity Investments bought 5,294,456 Otis Worldwide shares in Q1 2026, an estimated $463M.
  • Otis Worldwide made up 0.03% of Fidelity Investments's portfolio in Q1 2026, its #439 holding.
  • Fidelity Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Fidelity Investments's Otis Worldwide position peaked at $1.32B in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.