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Metis Global Partners’s Otis Worldwide OTIS Stock Holding History

Metis Global 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 		$851K Sell
11,045
-1,354
-11% -$118K 0.02% 478
2025
Q4 		$1.08M Sell
12,399
-962
-7% -$86.1K 0.03% 442
2025
Q3 		$1.22M Sell
13,361
-815
-6% -$74K 0.03% 429
2025
Q2 		$1.4M Sell
14,176
-1,886
-12% -$182K 0.04% 389
2025
Q1 		$1.66M Buy
16,062
+2,577
+19% +$252K 0.05% 347
2024
Q4 		$1.25M Buy
13,485
+642
+5% +$64.4K 0.04% 390
2024
Q3 		$1.33M Buy
12,843
+92
+0.7% +$8.77K 0.04% 383
2024
Q2 		$1.23M Sell
12,751
-179
-1% -$17.3K 0.04% 370
2024
Q1 		$1.28M Sell
12,930
-378
-3% -$34.9K 0.05% 369
2023
Q4 		$1.19M Sell
13,308
-1,695
-11% -$141K 0.05% 366
2023
Q3 		$1.2M Buy
15,003
+2,589
+21% +$221K 0.06% 340
2023
Q2 		$1.1M Sell
12,414
-2,841
-19% -$239K 0.06% 339
2023
Q1 		$1.29M Buy
15,255
+6,540
+75% +$541K 0.08% 271
2022
Q4 		$682K Buy
8,715
+2,433
+39% +$180K 0.06% 352
2022
Q3 		$400K Sell
6,282
-76
-1% -$5.56K 0.06% 353
2022
Q2 		$449K Sell
6,358
-236
-4% -$17.4K 0.07% 326
2022
Q1 		$507K Buy
6,594
+2,868
+77% +$229K 0.06% 293
2021
Q4 		$325K Buy
+3,726
New +$312K 0.09% 249

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

Metis Global Partners's OTIS Position: Q1 2026 in Review

Metis Global Partners reduced its Otis Worldwide (OTIS) stake by 11% in Q1 2026, selling an estimated $118K and leaving 11,045 shares worth $851K. The position accounts for 0.02% of the portfolio, ranked #478.

Metis Global Partners first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Metis Global Partners held 11,045 shares of Otis Worldwide worth $851K as of Q1 2026.
  • Metis Global Partners sold 1,354 Otis Worldwide shares in Q1 2026, an estimated $118K.
  • Otis Worldwide made up 0.02% of Metis Global Partners's portfolio in Q1 2026, its #478 holding.
  • Metis Global Partners first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
  • Metis Global Partners's Otis Worldwide position peaked at $1.66M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.