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Qsemble Capital Management’s Otis Worldwide OTIS Stock Holding History

Qsemble 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 		$7.59M Sell
98,515
-29,625
-23% -$2.59M 0.58% 50
2025
Q4 		$11.2M Buy
+128,140
New +$11.5M 0.93% 13
2025
Q3 		– Sell
-53,703
Closed -$5.32M – 566
2025
Q2 		$5.32M Buy
53,703
+38,961
+264% +$3.76M 0.51% 64
2025
Q1 		$1.52M Buy
14,742
+11,758
+394% +$1.15M 0.16% 185
2024
Q4 		$276K Buy
+2,984
New +$299K 0.04% 340
2024
Q1 		– Sell
-25,707
Closed -$2.3M – 500
2023
Q4 		$2.3M Sell
25,707
-1,793
-7% -$149K 0.58% 39
2023
Q3 		$2.21M Buy
+27,500
New +$2.35M 0.41% 87

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

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

Qsemble Capital Management reduced its Otis Worldwide (OTIS) stake by 23% in Q1 2026, selling an estimated $2.59M and leaving 98,515 shares worth $7.59M. The position accounts for 0.58% of the portfolio, ranked #50.

Qsemble Capital Management first reported a position in OTIS in Q3 2023 and has held it in 7 quarters since. The position peaked at $11.2M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Qsemble Capital Management held 98,515 shares of Otis Worldwide worth $7.59M as of Q1 2026.
  • Qsemble Capital Management sold 29,625 Otis Worldwide shares in Q1 2026, an estimated $2.59M.
  • Otis Worldwide made up 0.58% of Qsemble Capital Management's portfolio in Q1 2026, its #50 holding.
  • Qsemble Capital Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 7 quarters since.
  • Qsemble Capital Management's Otis Worldwide position peaked at $11.2M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.