Jefferies Financial Group’s Otis Worldwide OTIS Stock Holding History

Jefferies Financial 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	$18.6M	Buy	241,500 +237,369	+5,746%	+$20.8M	0.13%	131
2025 Q4	$361K	Buy	+4,131	New	+$370K	﹤0.01%	1435
2024 Q4	–	Sell	-23,523	Closed	-$2.44M	–	1768
2024 Q3	$2.44M	Sell	23,523 -11,340	-33%	-$1.08M	0.02%	531
2024 Q2	$3.36M	Buy	34,863 +25,224	+262%	+$2.43M	0.04%	406
2024 Q1	$957K	Sell	9,639 -76,795	-89%	-$7.1M	0.01%	842
2023 Q4	$7.73M	Sell	86,434 -424	-0.5%	-$35.3K	0.05%	280
2023 Q3	$6.98M	Buy	86,858 +70,618	+435%	+$6.04M	0.06%	253
2023 Q2	$1.45M	Sell	16,240 -7,218	-31%	-$608K	0.01%	773
2023 Q1	$1.98M	Buy	+23,458	New	+$1.94M	0.02%	665

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Jefferies Financial Group's OTIS Position: Q1 2026 in Review

Jefferies Financial Group increased its Otis Worldwide (OTIS) stake by 5,746% in Q1 2026, buying an estimated $20.8M and bringing the position to 241,500 shares worth $18.6M. The position accounts for 0.13% of the portfolio, ranked #131.

Jefferies Financial Group first reported a position in OTIS in Q1 2023 and has held it in 9 quarters since. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Jefferies Financial Group held 241,500 shares of Otis Worldwide worth $18.6M as of Q1 2026.
Jefferies Financial Group bought 237,369 Otis Worldwide shares in Q1 2026, an estimated $20.8M.
Otis Worldwide made up 0.13% of Jefferies Financial Group's portfolio in Q1 2026, its #131 holding.
Jefferies Financial Group first reported a position in Otis Worldwide in Q1 2023 and has held it in 9 quarters since.
1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.