MM
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Meridian Management’s Otis Worldwide OTIS Stock Holding History

Meridian 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 		$462K Sell
6,000
-7
-0.1% -$612 0.12% 65
2025
Q4 		$525K Hold
6,007
– – 0.13% 60
2025
Q3 		$549K Hold
6,007
– – 0.15% 57
2025
Q2 		$515K Sell
6,007
-43
-0.7% -$4.15K 0.14% 55
2025
Q1 		$624K Sell
6,050
-107
-2% -$10.5K 0.19% 49
2024
Q4 		$570K Buy
6,157
+53
+0.9% +$5.32K 0.15% 63
2024
Q3 		$634K Sell
6,104
-20
-0.3% -$1.91K 0.16% 61
2024
Q2 		$589K Buy
6,124
+1
+0% +$96 0.16% 64
2024
Q1 		$608K Buy
6,123
+9
+0.1% +$832 0.17% 63
2023
Q4 		$557K Sell
6,114
-13
-0.2% -$1.08K 0.16% 61
2023
Q3 		$492K Buy
6,127
+77
+1% +$6.58K 0.16% 65
2023
Q2 		$539K Buy
6,050
+16
+0.3% +$1.35K 0.17% 61
2023
Q1 		$509K Buy
6,034
+32
+0.5% +$2.65K 0.17% 57
2022
Q4 		$470K Hold
6,002
– – 0.17% 55
2022
Q3 		$383K Hold
6,002
– – 0.15% 57
2022
Q2 		$424K Hold
6,002
– – 0.16% 55
2022
Q1 		$462K Hold
6,002
– – 0.15% 62
2021
Q4 		$523K Hold
6,002
– – 0.15% 57
2021
Q3 		$494K Hold
6,002
– – 0.15% 59
2021
Q2 		$491K Sell
6,002
-54
-0.9% -$4.16K 0.14% 62
2021
Q1 		$415K Sell
6,056
-7
-0.1% -$458 0.13% 62
2020
Q4 		$410K Hold
6,063
– – 0.13% 63
2020
Q3 		$378K Sell
6,063
-17
-0.3% -$1.04K 0.14% 58
2020
Q2 		$346K Buy
+6,080
New +$315K 0.14% 60

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

Meridian Management's OTIS Position: Q1 2026 in Review

Meridian Management reduced its Otis Worldwide (OTIS) stake by 0.12% in Q1 2026, selling an estimated $612 and leaving 6,000 shares worth $462K. The position accounts for 0.12% of the portfolio, ranked #65.

Meridian Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $634K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Meridian Management held 6,000 shares of Otis Worldwide worth $462K as of Q1 2026.
  • Meridian Management sold 7 Otis Worldwide shares in Q1 2026, an estimated $612.
  • Otis Worldwide made up 0.12% of Meridian Management's portfolio in Q1 2026, its #65 holding.
  • Meridian Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Meridian Management's Otis Worldwide position peaked at $634K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.