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OTIS icon

Ossiam’s Otis Worldwide OTIS Stock Holding History

Ossiam’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 		$3.15M Buy
40,929
+23,927
+141% +$2.09M 0.06% 129
2025
Q4 		$1.49M Buy
17,002
+13,394
+371% +$1.2M 0.03% 180
2025
Q3 		$330K Sell
3,608
-5,038
-58% -$457K ﹤0.01% 581
2025
Q2 		$856K Sell
8,646
-166
-2% -$16K 0.01% 415
2025
Q1 		$909K Sell
8,812
-686
-7% -$67K 0.01% 351
2024
Q4 		$880K Buy
9,498
+8,731
+1,138% +$876K 0.02% 365
2024
Q3 		$79.7K Sell
767
-18
-2% -$1.72K ﹤0.01% 580
2024
Q2 		$75.6K Sell
785
-13,619
-95% -$1.31M ﹤0.01% 585
2024
Q1 		$1.43M Sell
14,404
-7,473
-34% -$691K 0.03% 311
2023
Q4 		$1.96M Buy
21,877
+5,095
+30% +$424K 0.03% 237
2023
Q3 		$1.35M Sell
16,782
-29,406
-64% -$2.51M 0.02% 290
2023
Q2 		$4.11M Sell
46,188
-4,703
-9% -$396K 0.07% 147
2023
Q1 		$4.3M Buy
50,891
+18,938
+59% +$1.57M 0.09% 140
2022
Q4 		$2.5M Buy
31,953
+28,220
+756% +$2.08M 0.06% 177
2022
Q3 		$238K Buy
+3,733
New +$273K 0.01% 425
2022
Q2 		– Sell
-20,245
Closed -$1.56M – 474
2022
Q1 		$1.56M Buy
+20,245
New +$1.62M 0.04% 192

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

Ossiam's OTIS Position: Q1 2026 in Review

Ossiam increased its Otis Worldwide (OTIS) stake by 141% in Q1 2026, buying an estimated $2.09M and bringing the position to 40,929 shares worth $3.15M. The position accounts for 0.06% of the portfolio, ranked #129.

Ossiam first reported a position in OTIS in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.3M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ossiam held 40,929 shares of Otis Worldwide worth $3.15M as of Q1 2026.
  • Ossiam bought 23,927 Otis Worldwide shares in Q1 2026, an estimated $2.09M.
  • Otis Worldwide made up 0.06% of Ossiam's portfolio in Q1 2026, its #129 holding.
  • Ossiam first reported a position in Otis Worldwide in Q1 2022 and has held it in 16 quarters since.
  • Ossiam's Otis Worldwide position peaked at $4.3M in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.