Los Angeles Capital Management
OTIS icon

Los Angeles Capital Management’s Otis Worldwide OTIS Stock Holding History

Los Angeles 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 		$172K Sell
2,230
-53,265
-96% -$4.66M ﹤0.01% 1184
2025
Q4 		$5.13M Sell
55,495
-114,164
-67% -$10.2M 0.02% 301
2025
Q3 		$15.5M Sell
169,659
-178,886
-51% -$16.2M 0.05% 224
2025
Q2 		$34.5M Sell
348,545
-16,311
-4% -$1.57M 0.13% 130
2025
Q1 		$37.7M Sell
364,856
-50,282
-12% -$4.91M 0.17% 109
2024
Q4 		$38.4M Sell
415,138
-487,376
-54% -$48.9M 0.16% 124
2024
Q3 		$93.8M Sell
902,514
-1,255,848
-58% -$120M 0.38% 62
2024
Q2 		$208M Sell
2,158,362
-169,169
-7% -$16.3M 0.74% 26
2024
Q1 		$231M Sell
2,327,531
-25,199
-1% -$2.33M 0.79% 23
2023
Q4 		$210M Sell
2,352,730
-132,262
-5% -$11M 0.79% 24
2023
Q3 		$200M Sell
2,484,992
-4,066
-0.2% -$348K 0.85% 22
2023
Q2 		$222M Buy
2,489,058
+69,358
+3% +$5.84M 0.89% 22
2023
Q1 		$204M Buy
2,419,700
+575,863
+31% +$47.7M 0.91% 23
2022
Q4 		$144M Buy
1,843,837
+89,034
+5% +$6.57M 0.7% 32
2022
Q3 		$112M Sell
1,754,803
-347,793
-17% -$25.4M 0.58% 41
2022
Q2 		$149M Sell
2,102,596
-167,724
-7% -$12.4M 0.73% 27
2022
Q1 		$175M Sell
2,270,320
-5,703
-0.3% -$456K 0.69% 31
2021
Q4 		$198M Sell
2,276,023
-709,106
-24% -$59.4M 0.74% 26
2021
Q3 		$246M Buy
2,985,129
+18,947
+0.6% +$1.67M 1.12% 11
2021
Q2 		$243M Buy
2,966,182
+569,101
+24% +$43.8M 1.07% 9
2021
Q1 		$164M Sell
2,397,081
-779,216
-25% -$50.9M 0.74% 17
2020
Q4 		$215M Buy
3,176,297
+141,056
+5% +$9.15M 0.92% 17
2020
Q3 		$189M Buy
3,035,241
+2,887,540
+1,955% +$177M 0.87% 17
2020
Q2 		$8.4M Buy
+147,701
New +$7.65M 0.04% 313

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

Los Angeles Capital Management's OTIS Position: Q1 2026 in Review

Los Angeles Capital Management reduced its Otis Worldwide (OTIS) stake by 96% in Q1 2026, selling an estimated $4.66M and leaving 2,230 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Los Angeles Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $246M in Q3 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Los Angeles Capital Management held 2,230 shares of Otis Worldwide worth $172K as of Q1 2026.
  • Los Angeles Capital Management sold 53,265 Otis Worldwide shares in Q1 2026, an estimated $4.66M.
  • Otis Worldwide made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #1184 holding.
  • Los Angeles Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Los Angeles Capital Management's Otis Worldwide position peaked at $246M in Q3 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.