Lighthouse Investment Partners’s Otis Worldwide OTIS Stock Holding History

Lighthouse Investment Partners’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	-119,875	Closed	-$10.5M	–	971
2025 Q4	$10.5M	Buy	119,875 +71,631	+148%	+$6.41M	0.31%	83
2025 Q3	$4.41M	Buy	+48,244	New	+$4.38M	0.13%	211
2023 Q3	–	Sell	-29,000	Closed	-$2.58M	–	402
2023 Q2	$2.58M	Buy	+29,000	New	+$2.44M	0.14%	148
2022 Q3	–	Sell	-36,500	Closed	-$2.58M	–	81
2022 Q2	$2.58M	Buy	+36,500	New	+$2.69M	0.9%	31
2022 Q1	–	Sell	-91,557	Closed	-$7.97M	–	61
2021 Q4	$7.97M	Buy	+91,557	New	+$7.66M	5.69%	3

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Lighthouse Investment Partners's OTIS Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 119,875 shares — an estimated $10.5M sold.

Lighthouse Investment Partners first reported a position in OTIS in Q4 2021 and held it in 5 quarters. The position peaked at $10.5M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Lighthouse Investment Partners reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Lighthouse Investment Partners sold 119,875 Otis Worldwide shares in Q1 2026, an estimated $10.5M.
Lighthouse Investment Partners first reported a position in Otis Worldwide in Q4 2021 and held it in 5 quarters.
Lighthouse Investment Partners's Otis Worldwide position peaked at $10.5M in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.