OL
OTIS icon

OneFund LLC’s Otis Worldwide OTIS Stock Holding History

OneFund LLC’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 		$82.9K Sell
1,071
-94
-8% -$8.22K 0.05% 289
2025
Q4 		$102K Buy
1,165
+63
+6% +$5.64K 0.06% 254
2025
Q3 		$101K Buy
1,102
+38
+4% +$3.45K 0.06% 249
2025
Q2 		$105K Buy
+1,064
New +$103K 0.08% 228

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

OneFund LLC's OTIS Position: Q1 2026 in Review

OneFund LLC reduced its Otis Worldwide (OTIS) stake by 8.1% in Q1 2026, selling an estimated $8.22K and leaving 1,071 shares worth $82.9K. The position accounts for 0.05% of the portfolio, ranked #289.

OneFund LLC first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $105K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • OneFund LLC held 1,071 shares of Otis Worldwide worth $82.9K as of Q1 2026.
  • OneFund LLC sold 94 Otis Worldwide shares in Q1 2026, an estimated $8.22K.
  • Otis Worldwide made up 0.05% of OneFund LLC's portfolio in Q1 2026, its #289 holding.
  • OneFund LLC first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • OneFund LLC's Otis Worldwide position peaked at $105K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on OneFund LLC's 13F filing for Q1 2026, filed 8 May 2026.