IMC Chicago’s Otis Worldwide OTIS Stock Holding History

IMC Chicago’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	$4.14M	Buy	53,700 +40,900	+320%	+$3.58M	﹤0.01%	1951
2025 Q4	$1.12M	Sell	12,800 -13,300	-51%	-$1.19M	﹤0.01%	2886
2025 Q3	$2.39M	Buy	26,100 +12,300	+89%	+$1.12M	﹤0.01%	2097
2025 Q2	$1.37M	Buy	+13,800	New	+$1.33M	﹤0.01%	2269
2025 Q1	–	Sell	-39,500	Closed	-$3.66M	–	3377
2024 Q4	$3.66M	Sell	39,500 -29,300	-43%	-$2.94M	﹤0.01%	1444
2024 Q3	$7.15M	Buy	68,800 +49,000	+247%	+$4.67M	﹤0.01%	977
2024 Q2	$1.91M	Buy	19,800 +4,100	+26%	+$395K	﹤0.01%	1572
2024 Q1	$1.56M	Buy	+15,700	New	+$1.45M	﹤0.01%	1500

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

IMC Chicago's OTIS Position: Q1 2026 in Review

IMC Chicago opened a new position in Otis Worldwide (OTIS) in Q1 2026: 5,341 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #4249 among its holdings. This is a return to the name: IMC Chicago previously reported a position in OTIS as recently as Q3 2024.

IMC Chicago first reported a position in OTIS in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.98M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

IMC Chicago held 5,341 shares of Otis Worldwide worth $412K as of Q1 2026.
Otis Worldwide was a new IMC Chicago position in Q1 2026.
Otis Worldwide made up ﹤0.01% of IMC Chicago's portfolio in Q1 2026, its #4249 holding.
IMC Chicago first reported a position in Otis Worldwide in Q3 2024 and has held it in 2 quarters since.
IMC Chicago's Otis Worldwide position peaked at $2.98M in Q3 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on IMC Chicago's 13F filing for Q1 2026, filed 5 May 2026.