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Kornitzer Capital Management’s Otis Worldwide OTIS Stock Holding History

Kornitzer Capital 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 		– Sell
-9,684
Closed -$846K – 533
2025
Q4 		$846K Hold
9,684
– – 0.02% 432
2025
Q3 		$885K Hold
9,684
– – 0.02% 414
2025
Q2 		$959K Buy
+9,684
New +$935K 0.02% 394
2021
Q1 		– Sell
-3,930
Closed -$265K – 504
2020
Q4 		$265K Hold
3,930
– – ﹤0.01% 485
2020
Q3 		$245K Sell
3,930
-1,291
-25% -$79K ﹤0.01% 482
2020
Q2 		$297K Buy
+5,221
New +$271K 0.01% 479

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

Kornitzer Capital Management's OTIS Position: Q1 2026 in Review

Kornitzer Capital Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 9,684 shares — an estimated $846K sold.

Kornitzer Capital Management first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $959K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kornitzer Capital Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Kornitzer Capital Management sold 9,684 Otis Worldwide shares in Q1 2026, an estimated $846K.
  • Kornitzer Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Kornitzer Capital Management's Otis Worldwide position peaked at $959K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kornitzer Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.