PEAK6’s Otis Worldwide OTIS Stock Holding History

PEAK6’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
2025 Q1	–	Sell	-166,600	Closed	-$15.4M	–	3445
2024 Q4	$15.4M	Buy	+166,600	New	+$16.7M	0.03%	412

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

PEAK6's OTIS Position: Q1 2026 in Review

PEAK6 opened a new position in Otis Worldwide (OTIS) in Q1 2026: 65,904 shares worth $5.08M. The stake represents 0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: PEAK6 previously reported a position in OTIS as recently as Q3 2025.

PEAK6 first reported a position in OTIS in Q2 2025 and has held it in 3 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

PEAK6 held 65,904 shares of Otis Worldwide worth $5.08M as of Q1 2026.
Otis Worldwide was a new PEAK6 position in Q1 2026.
Otis Worldwide made up 0.01% of PEAK6's portfolio in Q1 2026, its #891 holding.
PEAK6 first reported a position in Otis Worldwide in Q2 2025 and has held it in 3 quarters since.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.