OQS
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Occudo Quantitative Strategies’s Otis Worldwide OTIS Stock Holding History

Occudo Quantitative Strategies’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 		$6.52M Buy
83,689
+21,455
+34% +$1.88M 0.35% 80
2025
Q4 		$5.44M Buy
+62,234
New +$5.57M 0.36% 89
2025
Q3 		– Sell
-33,644
Closed -$3.33M – 817
2025
Q2 		$3.33M Buy
+33,644
New +$3.25M 0.37% 68
2025
Q1 		– Sell
-34,735
Closed -$3.22M – 851
2024
Q4 		$3.22M Buy
+34,735
New +$3.48M 0.58% 28
2024
Q2 		– Sell
-48,793
Closed -$4.84M – 932
2024
Q1 		$4.84M Buy
+48,793
New +$4.51M 0.85% 10
2023
Q4 		– Sell
-16,236
Closed -$1.3M – 1089
2023
Q3 		$1.3M Buy
+16,236
New +$1.39M 0.17% 187
2022
Q4 		– Sell
-23,449
Closed -$1.5M – 1260
2022
Q3 		$1.5M Sell
23,449
-5,216
-18% -$382K 0.12% 262
2022
Q2 		$2.03M Buy
28,665
+17,885
+166% +$1.32M 0.17% 178
2022
Q1 		$830K Buy
+10,780
New +$862K 0.07% 448
2021
Q4 		– Sell
-10,602
Closed -$872K – 1207
2021
Q3 		$872K Buy
+10,602
New +$932K 0.1% 344
2021
Q2 		– Sell
-5,429
Closed -$372K – 1008
2021
Q1 		$372K Sell
5,429
-21,061
-80% -$1.38M 0.08% 430
2020
Q4 		$1.79M Buy
+26,490
New +$1.72M 0.56% 8

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

Occudo Quantitative Strategies's OTIS Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its Otis Worldwide (OTIS) stake by 34% in Q1 2026, buying an estimated $1.88M and bringing the position to 83,689 shares worth $6.52M. The position accounts for 0.35% of the portfolio, ranked #80.

Occudo Quantitative Strategies first reported a position in OTIS in Q4 2020 and has held it in 12 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Occudo Quantitative Strategies held 83,689 shares of Otis Worldwide worth $6.52M as of Q1 2026.
  • Occudo Quantitative Strategies bought 21,455 Otis Worldwide shares in Q1 2026, an estimated $1.88M.
  • Otis Worldwide made up 0.35% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #80 holding.
  • Occudo Quantitative Strategies first reported a position in Otis Worldwide in Q4 2020 and has held it in 12 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.