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Numerai’s Otis Worldwide OTIS Stock Holding History

Numerai’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 		$3.13M Sell
40,604
-48,682
-55% -$4.26M 0.31% 73
2025
Q4 		$7.8M Buy
89,286
+19,513
+28% +$1.75M 0.94% 7
2025
Q3 		$6.38M Buy
+69,773
New +$6.33M 0.9% 14

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

Numerai's OTIS Position: Q1 2026 in Review

Numerai reduced its Otis Worldwide (OTIS) stake by 55% in Q1 2026, selling an estimated $4.26M and leaving 40,604 shares worth $3.13M. The position accounts for 0.31% of the portfolio, ranked #73.

Numerai first reported a position in OTIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.8M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Numerai held 40,604 shares of Otis Worldwide worth $3.13M as of Q1 2026.
  • Numerai sold 48,682 Otis Worldwide shares in Q1 2026, an estimated $4.26M.
  • Otis Worldwide made up 0.31% of Numerai's portfolio in Q1 2026, its #73 holding.
  • Numerai first reported a position in Otis Worldwide in Q3 2025 and has held it in 3 quarters since.
  • Numerai's Otis Worldwide position peaked at $7.8M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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