Machina Capital’s Otis Worldwide OTIS Stock Holding History

Machina Capital’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	$7.49M	Buy	97,203 +1,936	+2%	+$169K	1.47%	2
2025 Q4	$8.32M	Buy	95,267 +33,979	+55%	+$3.04M	1.59%	2
2025 Q3	$5.6M	Buy	61,288 +31,836	+108%	+$2.89M	0.99%	14
2025 Q2	$2.92M	Buy	+29,452	New	+$2.84M	0.61%	48
2024 Q2	–	Sell	-11,872	Closed	-$1.18M	–	334
2024 Q1	$1.18M	Sell	11,872 -1,904	-14%	-$176K	0.62%	42
2023 Q4	$1.23M	Buy	+13,776	New	+$1.15M	0.8%	22
2023 Q3	–	Sell	-3,050	Closed	-$271K	–	336
2023 Q2	$271K	Sell	3,050 -4,246	-58%	-$358K	0.15%	221
2023 Q1	$616K	Buy	+7,296	New	+$604K	0.54%	50
2022 Q4	–	Sell	-6,203	Closed	-$396K	–	195
2022 Q3	$396K	Buy	6,203 +3,094	+100%	+$226K	0.84%	41
2022 Q2	$220K	Sell	3,109 -1,404	-31%	-$103K	0.49%	107
2022 Q1	$347K	Buy	4,513 +1,798	+66%	+$144K	0.76%	52
2021 Q4	$236K	Buy	+2,715	New	+$227K	0.57%	98
2021 Q3	–	Sell	-3,300	Closed	-$270K	–	191
2021 Q2	$270K	Buy	+3,300	New	+$254K	0.46%	113

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

Machina Capital's OTIS Position: Q1 2026 in Review

Machina Capital increased its Otis Worldwide (OTIS) stake by 2% in Q1 2026, buying an estimated $169K and bringing the position to 97,203 shares worth $7.49M. The position accounts for 1.47% of the portfolio, ranked #2.

Machina Capital first reported a position in OTIS in Q2 2021 and has held it in 13 quarters since. The position peaked at $8.32M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Machina Capital held 97,203 shares of Otis Worldwide worth $7.49M as of Q1 2026.
Machina Capital bought 1,936 Otis Worldwide shares in Q1 2026, an estimated $169K.
Otis Worldwide made up 1.47% of Machina Capital's portfolio in Q1 2026, its #2 holding.
Machina Capital first reported a position in Otis Worldwide in Q2 2021 and has held it in 13 quarters since.
Machina Capital's Otis Worldwide position peaked at $8.32M in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.