Optima Capital’s Otis Worldwide OTIS Stock Holding History

Optima Capital’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	–	Sell	-160	Closed	-$14K	–	941
2025 Q4	$14K	Buy	+160	New	+$14.3K	0.01%	478

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

Optima Capital's OTIS Position: Q1 2026 in Review

Optima Capital sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 160 shares — an estimated $14K sold.

Optima Capital first reported a position in OTIS in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Optima Capital reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 160 Otis Worldwide shares in Q1 2026, an estimated $14K.
Optima Capital first reported a position in Otis Worldwide in Q4 2025 and held it in 1 quarter.
Optima Capital's Otis Worldwide position peaked at $14K in Q4 2025.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.