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iSAM Funds (UK)’s Otis Worldwide OTIS Stock Holding History

iSAM Funds (UK)’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 		– Sell
-20,494
Closed -$1.79M – 412
2025
Q4 		$1.79M Buy
20,494
+4,282
+26% +$383K 0.64% 44
2025
Q3 		$1.48M Sell
16,212
-9,374
-37% -$851K 0.3% 91
2025
Q2 		$2.53M Buy
25,586
+9,230
+56% +$891K 0.56% 37
2025
Q1 		$1.69M Buy
16,356
+6,047
+59% +$591K 0.83% 20
2024
Q4 		$955K Buy
10,309
+5,466
+113% +$548K 0.71% 39
2024
Q3 		$503K Sell
4,843
-5,024
-51% -$479K 0.29% 135
2024
Q2 		$950K Buy
9,867
+5,150
+109% +$496K 0.71% 32
2024
Q1 		$468K Sell
4,717
-9,433
-67% -$872K 0.27% 130
2023
Q4 		$1.27M Buy
+14,150
New +$1.18M 0.9% 33
2023
Q3 		– Sell
-6,150
Closed -$547K – 312
2023
Q2 		$547K Buy
+6,150
New +$518K 0.49% 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

iSAM Funds (UK)'s OTIS Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 20,494 shares — an estimated $1.79M sold.

iSAM Funds (UK) first reported a position in OTIS in Q2 2023 and held it in 10 quarters. The position peaked at $2.53M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • iSAM Funds (UK) reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 20,494 Otis Worldwide shares in Q1 2026, an estimated $1.79M.
  • iSAM Funds (UK) first reported a position in Otis Worldwide in Q2 2023 and held it in 10 quarters.
  • iSAM Funds (UK)'s Otis Worldwide position peaked at $2.53M in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.