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LECAP Asset Management’s Otis Worldwide OTIS Stock Holding History

LECAP Asset 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 		$1.06M Sell
13,726
-15,329
-53% -$1.34M 0.4% 108
2025
Q4 		$2.54M Buy
29,055
+1,948
+7% +$174K 1.01% 5
2025
Q3 		$2.48M Sell
27,107
-1,520
-5% -$138K 0.86% 16
2025
Q2 		$2.83M Buy
+28,627
New +$2.76M 1% 10
2025
Q1 		– Sell
-7,654
Closed -$709K – 370
2024
Q4 		$709K Buy
+7,654
New +$768K 0.19% 184

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

LECAP Asset Management's OTIS Position: Q1 2026 in Review

LECAP Asset Management reduced its Otis Worldwide (OTIS) stake by 53% in Q1 2026, selling an estimated $1.34M and leaving 13,726 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #108.

LECAP Asset Management first reported a position in OTIS in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.83M in Q2 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • LECAP Asset Management held 13,726 shares of Otis Worldwide worth $1.06M as of Q1 2026.
  • LECAP Asset Management sold 15,329 Otis Worldwide shares in Q1 2026, an estimated $1.34M.
  • Otis Worldwide made up 0.4% of LECAP Asset Management's portfolio in Q1 2026, its #108 holding.
  • LECAP Asset Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 5 quarters since.
  • LECAP Asset Management's Otis Worldwide position peaked at $2.83M in Q2 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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