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Fortress Private Ledger’s Otis Worldwide OTIS Stock Holding History

Fortress Private Ledger’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 		$418K Buy
5,420
+1,173
+28% +$103K 0.13% 150
2025
Q4 		$371K Buy
4,247
+1,045
+33% +$93.5K 0.12% 144
2025
Q3 		$293K Buy
3,202
+300
+10% +$27.2K 0.11% 159
2025
Q2 		$287K Buy
2,902
+889
+44% +$85.8K 0.13% 148
2025
Q1 		$208K Buy
+2,013
New +$197K 0.12% 160

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

Fortress Private Ledger's OTIS Position: Q1 2026 in Review

Fortress Private Ledger increased its Otis Worldwide (OTIS) stake by 28% in Q1 2026, buying an estimated $103K and bringing the position to 5,420 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #150.

Fortress Private Ledger first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Fortress Private Ledger held 5,420 shares of Otis Worldwide worth $418K as of Q1 2026.
  • Fortress Private Ledger bought 1,173 Otis Worldwide shares in Q1 2026, an estimated $103K.
  • Otis Worldwide made up 0.13% of Fortress Private Ledger's portfolio in Q1 2026, its #150 holding.
  • Fortress Private Ledger first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.