GC
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Guggenheim Capital’s Otis Worldwide OTIS Stock Holding History

Guggenheim 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 		$300K Sell
3,897
-1,100
-22% -$96.2K ﹤0.01% 1379
2025
Q4 		$436K Sell
4,997
-546
-10% -$48.8K ﹤0.01% 1347
2025
Q3 		$507K Buy
5,543
+580
+12% +$52.7K ﹤0.01% 1177
2025
Q2 		$491K Sell
4,963
-1,909
-28% -$184K ﹤0.01% 1202
2025
Q1 		$709K Sell
6,872
-3,433
-33% -$335K 0.01% 1038
2024
Q4 		$954K Buy
10,305
+741
+8% +$74.3K 0.01% 937
2024
Q3 		$994K Sell
9,564
-4,455
-32% -$424K 0.01% 1101
2024
Q2 		$1.35M Sell
14,019
-27,083
-66% -$2.61M 0.01% 969
2024
Q1 		$4.08M Buy
41,102
+17,386
+73% +$1.61M 0.03% 629
2023
Q4 		$2.12M Buy
23,716
+1,918
+9% +$159K 0.02% 819
2023
Q3 		$1.75M Buy
21,798
+7,423
+52% +$635K 0.02% 858
2023
Q2 		$1.28M Sell
14,375
-19,723
-58% -$1.66M 0.01% 1047
2023
Q1 		$2.88M Buy
34,098
+116
+0.3% +$9.6K 0.02% 723
2022
Q4 		$2.66M Buy
33,982
+18,530
+120% +$1.37M 0.02% 744
2022
Q3 		$986K Buy
15,452
+710
+5% +$51.9K 0.01% 1151
2022
Q2 		$1.04M Sell
14,742
-58,575
-80% -$4.31M 0.01% 1199
2022
Q1 		$5.64M Buy
73,317
+2,291
+3% +$183K 0.03% 601
2021
Q4 		$6.18M Sell
71,026
-2,277
-3% -$191K 0.03% 597
2021
Q3 		$6.03M Sell
73,303
-2,267
-3% -$199K 0.04% 580
2021
Q2 		$6.18M Buy
75,570
+3,369
+5% +$259K 0.04% 595
2021
Q1 		$4.94M Buy
72,201
+20,879
+41% +$1.36M 0.03% 634
2020
Q4 		$3.47M Sell
51,322
-674
-1% -$43.7K 0.02% 739
2020
Q3 		$3.25M Buy
51,996
+125
+0.2% +$7.65K 0.02% 699
2020
Q2 		$2.95M Buy
+51,871
New +$2.69M 0.02% 718

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

Guggenheim Capital's OTIS Position: Q1 2026 in Review

Guggenheim Capital reduced its Otis Worldwide (OTIS) stake by 22% in Q1 2026, selling an estimated $96.2K and leaving 3,897 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Guggenheim Capital first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.18M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Guggenheim Capital held 3,897 shares of Otis Worldwide worth $300K as of Q1 2026.
  • Guggenheim Capital sold 1,100 Otis Worldwide shares in Q1 2026, an estimated $96.2K.
  • Otis Worldwide made up ﹤0.01% of Guggenheim Capital's portfolio in Q1 2026, its #1379 holding.
  • Guggenheim Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Guggenheim Capital's Otis Worldwide position peaked at $6.18M in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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