Osaic Holdings
OTIS icon

Osaic Holdings’s Otis Worldwide OTIS Stock Holding History

Osaic Holdings’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 		$6.69M Buy
86,822
+10,530
+14% +$921K 0.01% 1158
2025
Q4 		$6.67M Buy
76,292
+4,373
+6% +$391K 0.01% 1181
2025
Q3 		$6.49M Buy
71,919
+19,280
+37% +$1.75M 0.01% 1279
2025
Q2 		$5.22M Buy
52,639
+4,497
+9% +$434K 0.01% 1216
2025
Q1 		$4.97M Sell
48,142
-28,924
-38% -$2.83M 0.01% 1047
2024
Q4 		$6.94M Buy
77,066
+171
+0.2% +$17.1K 0.02% 867
2024
Q3 		$8.01M Buy
76,895
+2,975
+4% +$283K 0.02% 784
2024
Q2 		$7.12M Buy
73,920
+594
+0.8% +$57.2K 0.02% 810
2024
Q1 		$7.28M Sell
73,326
-30,820
-30% -$2.85M 0.02% 832
2023
Q4 		$9.32M Sell
104,146
-34,800
-25% -$2.89M 0.02% 841
2023
Q3 		$11.2M Buy
138,946
+28,893
+26% +$2.47M 0.02% 811
2023
Q2 		$9.8M Sell
110,053
-2,330
-2% -$196K 0.02% 772
2023
Q1 		$9.48M Buy
112,383
+7,165
+7% +$593K 0.02% 789
2022
Q4 		$8.24M Buy
105,218
+8,489
+9% +$627K 0.02% 823
2022
Q3 		$6.17M Buy
96,729
+1,047
+1% +$76.6K 0.01% 900
2022
Q2 		$6.76M Buy
95,682
+4,839
+5% +$356K 0.01% 858
2022
Q1 		$7.05M Sell
90,843
-8,550
-9% -$683K 0.01% 965
2021
Q4 		$8.65M Buy
99,393
+8,105
+9% +$678K 0.02% 807
2021
Q3 		$7.51M Sell
91,288
-177
-0.2% -$15.6K 0.02% 809
2021
Q2 		$7.48M Buy
91,465
+4,072
+5% +$313K 0.02% 813
2021
Q1 		$5.98M Buy
87,393
+2,015
+2% +$132K 0.01% 864
2020
Q4 		$5.77M Sell
85,378
-14,416
-14% -$935K 0.02% 775
2020
Q3 		$6.21M Buy
99,794
+10,592
+12% +$648K 0.02% 654
2020
Q2 		$5.07M Buy
+89,202
New +$4.62M 0.02% 692

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

Osaic Holdings's OTIS Position: Q1 2026 in Review

Osaic Holdings increased its Otis Worldwide (OTIS) stake by 14% in Q1 2026, buying an estimated $921K and bringing the position to 86,822 shares worth $6.69M. The position accounts for 0.01% of the portfolio, ranked #1158.

Osaic Holdings first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.2M in Q3 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Osaic Holdings held 86,822 shares of Otis Worldwide worth $6.69M as of Q1 2026.
  • Osaic Holdings bought 10,530 Otis Worldwide shares in Q1 2026, an estimated $921K.
  • Otis Worldwide made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1158 holding.
  • Osaic Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Osaic Holdings's Otis Worldwide position peaked at $11.2M in Q3 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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