PCM
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Polymer Capital Management’s Otis Worldwide OTIS Stock Holding History

Polymer Capital 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 		$462K Sell
6,000
-22,583
-79% -$1.98M 0.05% 447
2025
Q4 		$2.5M Buy
28,583
+8,638
+43% +$773K 0.26% 78
2025
Q3 		$1.82M Buy
+19,945
New +$1.81M 0.19% 109

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

Polymer Capital Management's OTIS Position: Q1 2026 in Review

Polymer Capital Management reduced its Otis Worldwide (OTIS) stake by 79% in Q1 2026, selling an estimated $1.98M and leaving 6,000 shares worth $462K. The position accounts for 0.05% of the portfolio, ranked #447.

Polymer Capital Management first reported a position in OTIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.5M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Polymer Capital Management held 6,000 shares of Otis Worldwide worth $462K as of Q1 2026.
  • Polymer Capital Management sold 22,583 Otis Worldwide shares in Q1 2026, an estimated $1.98M.
  • Otis Worldwide made up 0.05% of Polymer Capital Management's portfolio in Q1 2026, its #447 holding.
  • Polymer Capital Management first reported a position in Otis Worldwide in Q3 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's Otis Worldwide position peaked at $2.5M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.