Plato Investment Management’s Otis Worldwide OTIS Stock Holding History

Plato Investment 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	$1.52M	Buy	19,718 +685	+4%	+$59.9K	0.1%	204
2025 Q4	$1.67M	Hold	19,033	–	–	0.11%	190
2025 Q3	$1.73M	Hold	19,033	–	–	0.12%	187
2025 Q2	$1.88M	Sell	19,033 -3,712	-16%	-$358K	0.14%	168
2025 Q1	$2.37M	Hold	22,745	–	–	0.2%	122
2024 Q4	$2.11M	Hold	22,745	–	–	0.16%	143
2024 Q3	$2.36M	Hold	22,745	–	–	0.19%	125
2024 Q2	$2.19M	Hold	22,745	–	–	0.2%	110
2024 Q1	$2.26M	Buy	22,745 +21,772	+2,238%	+$2.01M	0.23%	111
2023 Q4	$87.1K	Buy	+973	New	+$80.9K	0.11%	172

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

Plato Investment Management's OTIS Position: Q1 2026 in Review

Plato Investment Management increased its Otis Worldwide (OTIS) stake by 3.6% in Q1 2026, buying an estimated $59.9K and bringing the position to 19,718 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #204.

Plato Investment Management first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.37M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Plato Investment Management held 19,718 shares of Otis Worldwide worth $1.52M as of Q1 2026.
Plato Investment Management bought 685 Otis Worldwide shares in Q1 2026, an estimated $59.9K.
Otis Worldwide made up 0.1% of Plato Investment Management's portfolio in Q1 2026, its #204 holding.
Plato Investment Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Otis Worldwide position peaked at $2.37M in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.