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Oxford Asset Management’s Otis Worldwide OTIS Stock Holding History

Oxford Asset Management’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 		$776K Sell
10,064
-5,279
-34% -$462K 0.33% 74
2025
Q4 		$1.34M Buy
+15,343
New +$1.37M 0.49% 42
2025
Q1 		– Sell
-3,157
Closed -$292K – 652
2024
Q4 		$292K Buy
+3,157
New +$317K 0.13% 264

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

Oxford Asset Management's OTIS Position: Q1 2026 in Review

Oxford Asset Management reduced its Otis Worldwide (OTIS) stake by 34% in Q1 2026, selling an estimated $462K and leaving 10,064 shares worth $776K. The position accounts for 0.33% of the portfolio, ranked #74.

Oxford Asset Management first reported a position in OTIS in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.34M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Oxford Asset Management held 10,064 shares of Otis Worldwide worth $776K as of Q1 2026.
  • Oxford Asset Management sold 5,279 Otis Worldwide shares in Q1 2026, an estimated $462K.
  • Otis Worldwide made up 0.33% of Oxford Asset Management's portfolio in Q1 2026, its #74 holding.
  • Oxford Asset Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 3 quarters since.
  • Oxford Asset Management's Otis Worldwide position peaked at $1.34M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.