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FIFTHDELTA’s Otis Worldwide OTIS Stock Holding History

FIFTHDELTA’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 		$71.5M Buy
927,190
+166,058
+22% +$14.5M 9.86% 5
2025
Q4 		$66.5M Buy
761,132
+309,954
+69% +$27.7M 13.97% 3
2025
Q3 		$41.3M Buy
+451,178
New +$41M 12.9% 5
2025
Q1 		– Sell
-257,600
Closed -$23.9M – 15
2024
Q4 		$23.9M Sell
257,600
-111,600
-30% -$11.2M 8.45% 7
2024
Q3 		$38.4M Sell
369,200
-31,000
-8% -$2.95M 12.81% 3
2024
Q2 		$38.5M Buy
+400,200
New +$38.6M 8.39% 7

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

FIFTHDELTA's OTIS Position: Q1 2026 in Review

FIFTHDELTA increased its Otis Worldwide (OTIS) stake by 22% in Q1 2026, buying an estimated $14.5M and bringing the position to 927,190 shares worth $71.5M. The position accounts for 9.86% of the portfolio, ranked #5.

FIFTHDELTA first reported a position in OTIS in Q2 2024 and has held it in 6 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • FIFTHDELTA held 927,190 shares of Otis Worldwide worth $71.5M as of Q1 2026.
  • FIFTHDELTA bought 166,058 Otis Worldwide shares in Q1 2026, an estimated $14.5M.
  • Otis Worldwide made up 9.86% of FIFTHDELTA's portfolio in Q1 2026, its #5 holding.
  • FIFTHDELTA first reported a position in Otis Worldwide in Q2 2024 and has held it in 6 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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