HSBC Holdings
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HSBC Holdings’s Otis Worldwide OTIS Stock Holding History

HSBC Holdings’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 		$58.2M Sell
755,635
-114,410
-13% -$10M 0.03% 471
2025
Q4 		$76M Buy
870,045
+164,978
+23% +$14.8M 0.04% 397
2025
Q3 		$64.5M Buy
705,067
+14,166
+2% +$1.29M 0.04% 426
2025
Q2 		$68.4M Sell
690,901
-55,338
-7% -$5.34M 0.04% 393
2025
Q1 		$76.8M Sell
746,239
-31,935
-4% -$3.12M 0.05% 358
2024
Q4 		$72M Buy
778,174
+27,742
+4% +$2.78M 0.04% 394
2024
Q3 		$77.9M Buy
750,432
+112,293
+18% +$10.7M 0.05% 377
2024
Q2 		$61.4M Sell
638,139
-163,508
-20% -$15.8M 0.04% 406
2024
Q1 		$79.6M Buy
801,647
+99,130
+14% +$9.16M 0.05% 333
2023
Q4 		$62.9M Buy
702,517
+143,812
+26% +$12M 0.05% 347
2023
Q3 		$44.8M Buy
558,705
+124,571
+29% +$10.7M 0.05% 392
2023
Q2 		$38.7M Sell
434,134
-194,544
-31% -$16.4M 0.04% 445
2023
Q1 		$52.9M Buy
628,678
+117,871
+23% +$9.75M 0.06% 319
2022
Q4 		$39.9M Buy
510,807
+17,738
+4% +$1.31M 0.05% 417
2022
Q3 		$31.7M Buy
493,069
+96,364
+24% +$7.05M 0.05% 380
2022
Q2 		$27.9M Buy
396,705
+9,126
+2% +$672K 0.04% 466
2022
Q1 		$30M Sell
387,579
-70,740
-15% -$5.65M 0.04% 474
2021
Q4 		$39.8M Sell
458,319
-21,052
-4% -$1.76M 0.04% 457
2021
Q3 		$39.7M Sell
479,371
-35,140
-7% -$3.09M 0.04% 395
2021
Q2 		$42.1M Sell
514,511
-1,485,272
-74% -$114M 0.04% 382
2021
Q1 		$137M Buy
1,999,783
+597,127
+43% +$39M 0.16% 126
2020
Q4 		$94.2M Sell
1,402,656
-227,951
-14% -$14.8M 0.13% 152
2020
Q3 		$103M Buy
1,630,607
+930,641
+133% +$56.9M 0.16% 109
2020
Q2 		$39.8M Buy
+699,966
New +$36.3M 0.08% 242

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

HSBC Holdings's OTIS Position: Q1 2026 in Review

HSBC Holdings reduced its Otis Worldwide (OTIS) stake by 13% in Q1 2026, selling an estimated $10M and leaving 755,635 shares worth $58.2M. The position accounts for 0.03% of the portfolio, ranked #471.

HSBC Holdings first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $137M in Q1 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • HSBC Holdings held 755,635 shares of Otis Worldwide worth $58.2M as of Q1 2026.
  • HSBC Holdings sold 114,410 Otis Worldwide shares in Q1 2026, an estimated $10M.
  • Otis Worldwide made up 0.03% of HSBC Holdings's portfolio in Q1 2026, its #471 holding.
  • HSBC Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • HSBC Holdings's Otis Worldwide position peaked at $137M in Q1 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.