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Graham Capital Management’s Otis Worldwide OTIS Stock Holding History

Graham Capital 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 		– Sell
-9,282
Closed -$811K – 1421
2025
Q4 		$811K Buy
+9,282
New +$830K 0.02% 448
2024
Q2 		– Sell
-5,600
Closed -$556K – 1283
2024
Q1 		$556K Sell
5,600
-7,075
-56% -$654K 0.01% 596
2023
Q4 		$1.13M Sell
12,675
-5,268
-29% -$438K 0.03% 360
2023
Q3 		$1.44M Buy
+17,943
New +$1.53M 0.03% 269
2023
Q2 		– Sell
-10,442
Closed -$881K – 1218
2023
Q1 		$881K Buy
+10,442
New +$864K 0.03% 561
2022
Q4 		– Sell
-5,156
Closed -$328K – 1261
2022
Q3 		$328K Buy
+5,156
New +$377K 0.01% 876
2022
Q2 		– Sell
-6,908
Closed -$531K – 1183
2022
Q1 		$531K Buy
+6,908
New +$552K 0.02% 538

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Graham Capital Management's OTIS Position: Q1 2026 in Review

Graham Capital Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 9,282 shares — an estimated $811K sold.

Graham Capital Management first reported a position in OTIS in Q1 2022 and held it in 7 quarters. The position peaked at $1.44M in Q3 2023. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Graham Capital Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Graham Capital Management sold 9,282 Otis Worldwide shares in Q1 2026, an estimated $811K.
  • Graham Capital Management first reported a position in Otis Worldwide in Q1 2022 and held it in 7 quarters.
  • Graham Capital Management's Otis Worldwide position peaked at $1.44M in Q3 2023.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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