Holocene Advisors
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Holocene Advisors’s Otis Worldwide OTIS Stock Holding History

Holocene Advisors’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
-30,471
Closed -$2.66M – 932
2025
Q4 		$2.66M Sell
30,471
-32,373
-52% -$2.9M 0.01% 462
2025
Q3 		$5.75M Sell
62,844
-2,144
-3% -$195K 0.01% 349
2025
Q2 		$6.44M Sell
64,988
-187,649
-74% -$18.1M 0.02% 335
2025
Q1 		$26.1M Buy
252,637
+237,928
+1,618% +$23.2M 0.08% 223
2024
Q4 		$1.36M Sell
14,709
-35,984
-71% -$3.61M ﹤0.01% 630
2024
Q3 		$5.27M Buy
+50,693
New +$4.83M 0.02% 339
2024
Q2 		– Sell
-85,494
Closed -$8.49M – 807
2024
Q1 		$8.49M Buy
85,494
+40,803
+91% +$3.77M 0.03% 305
2023
Q4 		$4M Buy
44,691
+28,580
+177% +$2.38M 0.02% 394
2023
Q3 		$1.29M Sell
16,111
-1,194
-7% -$102K 0.01% 614
2023
Q2 		$1.54M Buy
+17,305
New +$1.46M 0.01% 589
2023
Q1 		– Sell
-55,668
Closed -$4.36M – 840
2022
Q4 		$4.36M Buy
+55,668
New +$4.11M 0.03% 306
2022
Q2 		– Sell
-354,324
Closed -$27.3M – 953
2022
Q1 		$27.3M Sell
354,324
-401,663
-53% -$32.1M 0.14% 167
2021
Q4 		$65.8M Buy
+755,987
New +$63.3M 0.34% 100
2021
Q3 		– Sell
-43,340
Closed -$3.54M – 933
2021
Q2 		$3.54M Sell
43,340
-53,555
-55% -$4.12M 0.02% 441
2021
Q1 		$6.63M Buy
+96,895
New +$6.33M 0.04% 328
2020
Q3 		– Sell
-1,482,601
Closed -$84.3M – 755
2020
Q2 		$84.3M Buy
+1,482,601
New +$76.8M 0.74% 43

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

Holocene Advisors's OTIS Position: Q1 2026 in Review

Holocene Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 30,471 shares — an estimated $2.66M sold.

Holocene Advisors first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $84.3M in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Holocene Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Holocene Advisors sold 30,471 Otis Worldwide shares in Q1 2026, an estimated $2.66M.
  • Holocene Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
  • Holocene Advisors's Otis Worldwide position peaked at $84.3M in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.