Millennium Management’s Otis Worldwide OTIS Stock Holding History

Millennium 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
2025 Q3	–	Sell	-2,300	Closed	-$228K	–	6343
2025 Q2	$228K	Sell	2,300 -18,200	-89%	-$1.76M	﹤0.01%	5311
2025 Q1	$2.12M	Sell	20,500 -4,600	-18%	-$449K	﹤0.01%	3720
2024 Q4	$2.32M	Buy	25,100 +20,000	+392%	+$2.01M	﹤0.01%	3506
2024 Q3	$530K	Buy	5,100 +1,800	+55%	+$171K	﹤0.01%	4785
2024 Q2	$318K	Buy	3,300 +800	+32%	+$77.1K	﹤0.01%	4879
2024 Q1	$248K	Sell	2,500 -62,900	-96%	-$5.81M	﹤0.01%	5250
2023 Q4	$5.85M	Buy	65,400 +2,000	+3%	+$166K	﹤0.01%	2656
2023 Q3	$5.09M	Buy	63,400 +700	+1%	+$59.9K	﹤0.01%	2664
2023 Q2	$5.58M	Sell	62,700 -1,100	-2%	-$92.7K	﹤0.01%	2578
2023 Q1	$5.38M	Buy	+63,800	New	+$5.28M	﹤0.01%	2543
2022 Q3	–	Sell	-96,700	Closed	-$6.83M	–	7381
2022 Q2	$6.83M	Buy	96,700 +51,800	+115%	+$3.82M	﹤0.01%	2472
2022 Q1	$3.46M	Buy	+44,900	New	+$3.59M	﹤0.01%	3347
2021 Q4	–	Sell	-400,000	Closed	-$32.9M	–	7217
2021 Q3	$32.9M	Buy	+400,000	New	+$35.2M	0.02%	913
2021 Q2	–	Sell	-17,700	Closed	-$1.21M	–	6939
2021 Q1	$1.21M	Hold	17,700	–	–	﹤0.01%	4023
2020 Q4	$1.2M	Buy	+17,700	New	+$1.15M	﹤0.01%	3621

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

Millennium Management's OTIS Position: Q1 2026 in Review

Millennium Management reduced its Otis Worldwide (OTIS) stake by 96% in Q1 2026, selling an estimated $201M and leaving 88,536 shares worth $6.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Millennium Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $209M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Millennium Management held 88,536 shares of Otis Worldwide worth $6.82M as of Q1 2026.
Millennium Management sold 2,298,930 Otis Worldwide shares in Q1 2026, an estimated $201M.
Otis Worldwide made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #2589 holding.
Millennium Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Millennium Management's Otis Worldwide position peaked at $209M in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.