HI
OTIS icon

Horizon Investments’s Otis Worldwide OTIS Stock Holding History

Horizon Investments’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 		$3.54M Buy
45,973
+18,980
+70% +$1.66M 0.04% 352
2025
Q4 		$2.36M Buy
26,993
+2,391
+10% +$214K 0.03% 430
2025
Q3 		$2.25M Buy
24,602
+16,616
+208% +$1.51M 0.03% 442
2025
Q2 		$791K Buy
7,986
+500
+7% +$48.3K 0.01% 622
2025
Q1 		$773K Buy
7,486
+225
+3% +$22K 0.02% 308
2024
Q4 		$672K Buy
7,261
+102
+1% +$10.2K 0.02% 320
2024
Q3 		$744K Sell
7,159
-105
-1% -$10K 0.02% 298
2024
Q2 		$699K Buy
7,264
+18
+0.2% +$1.74K 0.02% 311
2024
Q1 		$719K Sell
7,246
-70
-1% -$6.47K 0.02% 300
2023
Q4 		$655K Buy
7,316
+1,272
+21% +$106K 0.02% 291
2023
Q3 		$485K Sell
6,044
-287
-5% -$24.5K 0.01% 313
2023
Q2 		$564K Buy
6,331
+751
+13% +$63.3K 0.02% 268
2023
Q1 		$471K Sell
5,580
-1,888
-25% -$156K 0.01% 299
2022
Q4 		$585K Buy
7,468
+235
+3% +$17.4K 0.02% 341
2022
Q3 		$461K Buy
7,233
+777
+12% +$56.8K 0.01% 340
2022
Q2 		$456K Sell
6,456
-5,524
-46% -$407K 0.01% 299
2022
Q1 		$922K Buy
11,980
+6,222
+108% +$497K 0.03% 236
2021
Q4 		$501K Sell
5,758
-6,726
-54% -$563K 0.01% 327
2021
Q3 		$1.03M Sell
12,484
-942
-7% -$82.8K 0.03% 204
2021
Q2 		$1.1M Buy
+13,426
New +$1.03M 0.03% 202
2021
Q1 		– Sell
-3,327
Closed -$225K – 437
2020
Q4 		$225K Buy
+3,327
New +$216K 0.26% 85

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

Horizon Investments's OTIS Position: Q1 2026 in Review

Horizon Investments increased its Otis Worldwide (OTIS) stake by 70% in Q1 2026, buying an estimated $1.66M and bringing the position to 45,973 shares worth $3.54M. The position accounts for 0.04% of the portfolio, ranked #352.

Horizon Investments first reported a position in OTIS in Q4 2020 and has held it in 21 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Horizon Investments held 45,973 shares of Otis Worldwide worth $3.54M as of Q1 2026.
  • Horizon Investments bought 18,980 Otis Worldwide shares in Q1 2026, an estimated $1.66M.
  • Otis Worldwide made up 0.04% of Horizon Investments's portfolio in Q1 2026, its #352 holding.
  • Horizon Investments first reported a position in Otis Worldwide in Q4 2020 and has held it in 21 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.