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INTECH Investment Management’s Otis Worldwide OTIS Stock Holding History

INTECH Investment Management’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 		$4M Buy
51,930
+31,505
+154% +$2.76M 0.04% 394
2025
Q4 		$1.78M Buy
20,425
+3,699
+22% +$331K 0.02% 794
2025
Q3 		$1.53M Buy
16,726
+6,175
+59% +$561K 0.01% 934
2025
Q2 		$1.04M Sell
10,551
-209
-2% -$20.2K 0.01% 1172
2025
Q1 		$1.11M Sell
10,760
-5,357
-33% -$523K 0.01% 1129
2024
Q4 		$1.49M Sell
16,117
-11,249
-41% -$1.13M 0.01% 881
2024
Q3 		$2.84M Sell
27,366
-4,131
-13% -$394K 0.03% 389
2024
Q2 		$3.03M Sell
31,497
-7,718
-20% -$744K 0.04% 355
2024
Q1 		$3.89M Buy
39,215
+4,720
+14% +$436K 0.05% 267
2023
Q4 		$3.09M Sell
34,495
-18,557
-35% -$1.54M 0.05% 293
2023
Q3 		$4.26M Sell
53,052
-16,787
-24% -$1.44M 0.06% 259
2023
Q2 		$6.22M Sell
69,839
-146,863
-68% -$12.4M 0.06% 255
2023
Q1 		$18.3M Sell
216,702
-1,045
-0.5% -$86.5K 0.15% 193
2022
Q4 		$17.1M Sell
217,747
-141,522
-39% -$10.4M 0.13% 211
2022
Q3 		$22.9M Buy
359,269
+137,697
+62% +$10.1M 0.17% 153
2022
Q2 		$15.7M Buy
+221,572
New +$16.3M 0.09% 236

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

INTECH Investment Management's OTIS Position: Q1 2026 in Review

INTECH Investment Management increased its Otis Worldwide (OTIS) stake by 154% in Q1 2026, buying an estimated $2.76M and bringing the position to 51,930 shares worth $4M. The position accounts for 0.04% of the portfolio, ranked #394.

INTECH Investment Management first reported a position in OTIS in Q2 2022 and has held it in 16 quarters since. The position peaked at $22.9M in Q3 2022. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • INTECH Investment Management held 51,930 shares of Otis Worldwide worth $4M as of Q1 2026.
  • INTECH Investment Management bought 31,505 Otis Worldwide shares in Q1 2026, an estimated $2.76M.
  • Otis Worldwide made up 0.04% of INTECH Investment Management's portfolio in Q1 2026, its #394 holding.
  • INTECH Investment Management first reported a position in Otis Worldwide in Q2 2022 and has held it in 16 quarters since.
  • INTECH Investment Management's Otis Worldwide position peaked at $22.9M in Q3 2022.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.