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FORA Capital’s Otis Worldwide OTIS Stock Holding History

FORA Capital’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 		– Sell
-23,191
Closed -$2.38M – 562
2025
Q4 		$2.38M Buy
23,191
+13,603
+142% +$1.22M 0.29% 92
2025
Q3 		$877K Sell
9,588
-13,823
-59% -$1.25M 0.15% 183
2025
Q2 		$2.32M Buy
23,411
+9,946
+74% +$960K 0.26% 101
2025
Q1 		$1.39M Sell
13,465
-35,098
-72% -$3.43M 0.14% 194
2024
Q4 		$4.5M Buy
48,563
+31,099
+178% +$3.12M 0.51% 62
2024
Q3 		$1.82M Sell
17,464
-3,500
-17% -$333K 0.21% 139
2024
Q2 		$2.02M Sell
20,964
-2,358
-10% -$227K 0.25% 133
2024
Q1 		$2.32M Sell
23,322
-3,974
-15% -$367K 0.19% 145
2023
Q4 		$2.44M Sell
27,296
-7,741
-22% -$644K 0.21% 134
2023
Q3 		$2.81M Buy
+35,037
New +$3M 0.25% 119
2023
Q2 		– Sell
-19,727
Closed -$1.66M – 549
2023
Q1 		$1.66M Buy
+19,727
New +$1.63M 0.17% 178
2021
Q4 		– Sell
-21,222
Closed -$1.75M – 421
2021
Q3 		$1.75M Buy
21,222
+11,195
+112% +$984K 0.44% 71
2021
Q2 		$820K Sell
10,027
-2,416
-19% -$186K 0.15% 172
2021
Q1 		$852K Sell
12,443
-1,720
-12% -$112K 0.28% 77
2020
Q4 		$957K Buy
+14,163
New +$919K 0.15% 159

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

FORA Capital's OTIS Position: Q1 2026 in Review

FORA Capital sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 23,191 shares — an estimated $2.38M sold.

FORA Capital first reported a position in OTIS in Q4 2020 and held it in 15 quarters. The position peaked at $4.5M in Q4 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • FORA Capital reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 23,191 Otis Worldwide shares in Q1 2026, an estimated $2.38M.
  • FORA Capital first reported a position in Otis Worldwide in Q4 2020 and held it in 15 quarters.
  • FORA Capital's Otis Worldwide position peaked at $4.5M in Q4 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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