Impax Asset Management Group
OTIS icon

Impax Asset Management Group’s Otis Worldwide OTIS Stock Holding History

Impax Asset Management Group’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 		$6.93M Sell
89,867
-5,974
-6% -$523K 0.05% 182
2025
Q4 		$8.37M Sell
95,841
-16,737
-15% -$1.5M 0.05% 163
2025
Q3 		$10.3M Buy
112,578
+2,557
+2% +$232K 0.06% 141
2025
Q2 		$10.9M Buy
110,021
+13,194
+14% +$1.27M 0.06% 133
2025
Q1 		$9.99M Sell
96,827
-9,942
-9% -$971K 0.06% 145
2024
Q4 		$9.89M Sell
106,769
-4,527
-4% -$454K 0.04% 163
2024
Q3 		$11.6M Sell
111,296
-6,202
-5% -$591K 0.05% 153
2024
Q2 		$11.3M Sell
117,498
-205,233
-64% -$19.8M 0.05% 153
2024
Q1 		$32M Sell
322,731
-79,660
-20% -$7.36M 0.12% 116
2023
Q4 		$36M Sell
402,391
-1,804
-0.4% -$150K 0.14% 113
2023
Q3 		$32.5M Sell
404,195
-19,985
-5% -$1.71M 0.15% 116
2023
Q2 		$37.8M Buy
424,180
+2,580
+0.6% +$217K 0.15% 113
2023
Q1 		$35.6M Sell
421,600
-1,624
-0.4% -$134K 0.15% 114
2022
Q4 		$33.1M Sell
423,224
-16,598
-4% -$1.23M 0.15% 117
2022
Q3 		$28.1M Buy
439,822
+36,195
+9% +$2.65M 0.14% 108
2022
Q2 		$28.5M Sell
403,627
-781
-0.2% -$57.5K 0.14% 104
2022
Q1 		$31.1M Buy
404,408
+109,421
+37% +$8.75M 0.13% 105
2021
Q4 		$25.7M Buy
294,987
+111,540
+61% +$9.34M 0.09% 113
2021
Q3 		$15.1M Buy
183,447
+170,219
+1,287% +$15M 0.06% 130
2021
Q2 		$1.08M Sell
13,228
-6
-0% -$462 ﹤0.01% 282
2021
Q1 		$906K Sell
13,234
-8,877
-40% -$580K ﹤0.01% 294
2020
Q4 		$1.49M Buy
+22,111
New +$1.43M 0.01% 212

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

Impax Asset Management Group's OTIS Position: Q1 2026 in Review

Impax Asset Management Group reduced its Otis Worldwide (OTIS) stake by 6.2% in Q1 2026, selling an estimated $523K and leaving 89,867 shares worth $6.93M. The position accounts for 0.05% of the portfolio, ranked #182.

Impax Asset Management Group first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $37.8M in Q2 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Impax Asset Management Group held 89,867 shares of Otis Worldwide worth $6.93M as of Q1 2026.
  • Impax Asset Management Group sold 5,974 Otis Worldwide shares in Q1 2026, an estimated $523K.
  • Otis Worldwide made up 0.05% of Impax Asset Management Group's portfolio in Q1 2026, its #182 holding.
  • Impax Asset Management Group first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Impax Asset Management Group's Otis Worldwide position peaked at $37.8M in Q2 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Impax Asset Management Group's 13F filing for Q1 2026, filed 12 May 2026.