GAM
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Gotham Asset Management’s Otis Worldwide OTIS Stock Holding History

Gotham Asset Management’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 		$10.2M Sell
132,922
-22,875
-15% -$2M 0.03% 688
2025
Q4 		$13.6M Buy
155,797
+66,775
+75% +$5.97M 0.05% 539
2025
Q3 		$8.14M Sell
89,022
-28,665
-24% -$2.6M 0.04% 641
2025
Q2 		$11.7M Sell
117,687
-19,759
-14% -$1.91M 0.07% 421
2025
Q1 		$14.2M Sell
137,446
-55,333
-29% -$5.41M 0.12% 224
2024
Q4 		$17.9M Sell
192,779
-1,722
-0.9% -$173K 0.17% 111
2024
Q3 		$20.2M Buy
194,501
+46,264
+31% +$4.41M 0.21% 61
2024
Q2 		$14.3M Buy
148,237
+38,434
+35% +$3.7M 0.18% 75
2024
Q1 		$10.9M Buy
109,803
+24,132
+28% +$2.23M 0.16% 120
2023
Q4 		$7.66M Sell
85,671
-43,789
-34% -$3.64M 0.14% 159
2023
Q3 		$10.4M Buy
129,460
+41,542
+47% +$3.55M 0.21% 62
2023
Q2 		$7.83M Buy
87,918
+49,029
+126% +$4.13M 0.17% 110
2023
Q1 		$3.28M Buy
38,889
+9,968
+34% +$825K 0.08% 331
2022
Q4 		$2.26M Sell
28,921
-29,499
-50% -$2.18M 0.06% 381
2022
Q3 		$3.73M Sell
58,420
-38,666
-40% -$2.83M 0.11% 217
2022
Q2 		$6.86M Sell
97,086
-3,958
-4% -$292K 0.22% 99
2022
Q1 		$7.78M Buy
101,044
+36,989
+58% +$2.96M 0.24% 90
2021
Q4 		$5.58M Buy
64,055
+52,378
+449% +$4.38M 0.18% 136
2021
Q3 		$961K Buy
+11,677
New +$1.03M 0.04% 492
2021
Q2 		– Sell
-4,590
Closed -$314K – 1084
2021
Q1 		$314K Sell
4,590
-29,185
-86% -$1.91M 0.01% 825
2020
Q4 		$2.28M Sell
33,775
-552
-2% -$35.8K 0.08% 320
2020
Q3 		$2.14M Sell
34,327
-37,630
-52% -$2.3M 0.07% 345
2020
Q2 		$4.09M Buy
+71,957
New +$3.73M 0.12% 221

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

Gotham Asset Management's OTIS Position: Q1 2026 in Review

Gotham Asset Management reduced its Otis Worldwide (OTIS) stake by 15% in Q1 2026, selling an estimated $2M and leaving 132,922 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #688.

Gotham Asset Management first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $20.2M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Gotham Asset Management held 132,922 shares of Otis Worldwide worth $10.2M as of Q1 2026.
  • Gotham Asset Management sold 22,875 Otis Worldwide shares in Q1 2026, an estimated $2M.
  • Otis Worldwide made up 0.03% of Gotham Asset Management's portfolio in Q1 2026, its #688 holding.
  • Gotham Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Gotham Asset Management's Otis Worldwide position peaked at $20.2M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.