Headlands Technologies’s Otis Worldwide OTIS Stock Holding History

Headlands Technologies’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	$482K	Sell	6,258 -17,036	-73%	-$1.49M	0.05%	366
2025 Q4	$2.03M	Sell	23,294 -348	-1%	-$31.1K	0.17%	134
2025 Q3	$2.16M	Buy	23,642 +15,036	+175%	+$1.36M	0.17%	133
2025 Q2	$852K	Buy	+8,606	New	+$831K	0.1%	212
2025 Q1	–	Sell	-2,035	Closed	-$188K	–	1412
2024 Q4	$188K	Buy	+2,035	New	+$204K	0.02%	537
2024 Q1	–	Sell	-2,341	Closed	-$209K	–	1465
2023 Q4	$209K	Buy	+2,341	New	+$195K	0.06%	266
2023 Q3	–	Sell	-2,054	Closed	-$183K	–	1125
2023 Q2	$183K	Buy	+2,054	New	+$173K	0.06%	297

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Headlands Technologies's OTIS Position: Q1 2026 in Review

Headlands Technologies reduced its Otis Worldwide (OTIS) stake by 73% in Q1 2026, selling an estimated $1.49M and leaving 6,258 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #366.

Headlands Technologies first reported a position in OTIS in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.16M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Headlands Technologies held 6,258 shares of Otis Worldwide worth $482K as of Q1 2026.
Headlands Technologies sold 17,036 Otis Worldwide shares in Q1 2026, an estimated $1.49M.
Otis Worldwide made up 0.05% of Headlands Technologies's portfolio in Q1 2026, its #366 holding.
Headlands Technologies first reported a position in Otis Worldwide in Q2 2023 and has held it in 7 quarters since.
Headlands Technologies's Otis Worldwide position peaked at $2.16M in Q3 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Headlands Technologies's 13F filing for Q1 2026, filed 13 May 2026.