Pacer Advisors
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Pacer Advisors’s Otis Worldwide OTIS Stock Holding History

Pacer Advisors’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 		$1.53M Sell
19,912
-11,342
-36% -$992K ﹤0.01% 1042
2025
Q4 		$2.73M Sell
31,254
-8,408
-21% -$752K 0.01% 932
2025
Q3 		$3.63M Sell
39,662
-5,350
-12% -$486K 0.01% 810
2025
Q2 		$4.46M Sell
45,012
-1,218
-3% -$118K 0.01% 733
2025
Q1 		$4.77M Sell
46,230
-17,098
-27% -$1.67M 0.01% 677
2024
Q4 		$5.86M Sell
63,328
-8,116
-11% -$814K 0.01% 577
2024
Q3 		$7.43M Buy
71,444
+17,175
+32% +$1.64M 0.02% 533
2024
Q2 		$5.22M Sell
54,269
-3,624
-6% -$349K 0.01% 577
2024
Q1 		$5.75M Sell
57,893
-14,468
-20% -$1.34M 0.01% 546
2023
Q4 		$6.47M Buy
72,361
+39,318
+119% +$3.27M 0.02% 505
2023
Q3 		$2.65M Buy
33,043
+1,422
+4% +$122K 0.01% 556
2023
Q2 		$2.81M Sell
31,621
-2,800
-8% -$236K 0.01% 646
2023
Q1 		$2.91M Sell
34,421
-99,299
-74% -$8.22M 0.01% 646
2022
Q4 		$10.5M Buy
133,720
+113,492
+561% +$8.38M 0.05% 323
2022
Q3 		$1.29M Buy
20,228
+19,555
+2,906% +$1.43M 0.01% 480
2022
Q2 		$48K Sell
673
-25,064
-97% -$1.85M ﹤0.01% 2118
2022
Q1 		$1.98M Sell
25,737
-7,950
-24% -$635K 0.02% 627
2021
Q4 		$2.93M Sell
33,687
-14,249
-30% -$1.19M 0.03% 657
2021
Q3 		$3.94M Buy
47,936
+24,635
+106% +$2.17M 0.05% 495
2021
Q2 		$1.91M Sell
23,301
-4,611
-17% -$355K 0.03% 628
2021
Q1 		$1.91M Sell
27,912
-312
-1% -$20.4K 0.03% 526
2020
Q4 		$1.91M Buy
28,224
+394
+1% +$25.6K 0.04% 452
2020
Q3 		$1.74M Sell
27,830
-6,292
-18% -$385K 0.04% 469
2020
Q2 		$1.94M Buy
+34,122
New +$1.77M 0.04% 375

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

Pacer Advisors's OTIS Position: Q1 2026 in Review

Pacer Advisors reduced its Otis Worldwide (OTIS) stake by 36% in Q1 2026, selling an estimated $992K and leaving 19,912 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Pacer Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.5M in Q4 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Pacer Advisors held 19,912 shares of Otis Worldwide worth $1.53M as of Q1 2026.
  • Pacer Advisors sold 11,342 Otis Worldwide shares in Q1 2026, an estimated $992K.
  • Otis Worldwide made up ﹤0.01% of Pacer Advisors's portfolio in Q1 2026, its #1042 holding.
  • Pacer Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Pacer Advisors's Otis Worldwide position peaked at $10.5M in Q4 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Pacer Advisors's 13F filing for Q1 2026, filed 6 May 2026.