Loomis, Sayles & Company’s Otis Worldwide OTIS Stock Holding History

Loomis, Sayles & Company’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	$17.9K	Sell	232 -91	-28%	-$7.96K	﹤0.01%	684
2025 Q4	$28.2K	Sell	323 -13	-4%	-$1.16K	﹤0.01%	656
2025 Q3	$30.7K	Buy	336 +6	+2%	+$545	﹤0.01%	665
2025 Q2	$32.7K	Sell	330 -58	-15%	-$5.6K	﹤0.01%	658
2025 Q1	$40K	Sell	388 -209	-35%	-$20.4K	﹤0.01%	653
2024 Q4	$55K	Buy	+597	New	+$59.9K	﹤0.01%	653
2022 Q3	–	Sell	-339	Closed	-$24K	–	1018
2022 Q2	$24K	Sell	339 -4,508	-93%	-$332K	﹤0.01%	582
2022 Q1	$373K	Buy	4,847 +2,769	+133%	+$221K	﹤0.01%	507
2021 Q4	$181K	Buy	2,078 +134	+7%	+$11.2K	﹤0.01%	559
2021 Q3	$160K	Buy	+1,944	New	+$171K	﹤0.01%	538

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

Loomis, Sayles & Company's OTIS Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its Otis Worldwide (OTIS) stake by 28% in Q1 2026, selling an estimated $7.96K and leaving 232 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Loomis, Sayles & Company first reported a position in OTIS in Q3 2021 and has held it in 10 quarters since. The position peaked at $373K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Loomis, Sayles & Company held 232 shares of Otis Worldwide worth $17.9K as of Q1 2026.
Loomis, Sayles & Company sold 91 Otis Worldwide shares in Q1 2026, an estimated $7.96K.
Otis Worldwide made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #684 holding.
Loomis, Sayles & Company first reported a position in Otis Worldwide in Q3 2021 and has held it in 10 quarters since.
Loomis, Sayles & Company's Otis Worldwide position peaked at $373K in Q1 2022.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.