Quantbot Technologies’s Otis Worldwide OTIS Stock Holding History

Quantbot Technologies’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	$10.4M	Sell	134,833 -78,419	-37%	-$6.86M	0.43%	23
2025 Q4	$18.6M	Buy	213,252 +56,945	+36%	+$5.09M	0.62%	4
2025 Q3	$14.3M	Buy	156,307 +59,260	+61%	+$5.38M	0.39%	29
2025 Q2	$9.61M	Buy	+97,047	New	+$9.37M	0.25%	90
2025 Q1	–	Sell	-19,239	Closed	-$1.78M	–	1774
2024 Q4	$1.78M	Buy	+19,239	New	+$1.93M	0.07%	447
2023 Q4	–	Sell	-3,986	Closed	-$320K	–	1880
2023 Q3	$320K	Buy	+3,986	New	+$341K	0.02%	767
2023 Q1	–	Sell	-20,309	Closed	-$1.59M	–	1922
2022 Q4	$1.59M	Sell	20,309 -22,244	-52%	-$1.64M	0.11%	268
2022 Q3	$2.71M	Buy	+42,553	New	+$3.11M	0.2%	145
2022 Q2	–	Sell	-6,169	Closed	-$474K	–	2012
2022 Q1	$474K	Buy	+6,169	New	+$493K	0.04%	597
2021 Q4	–	Sell	-121,492	Closed	-$10M	–	1803
2021 Q3	$10M	Buy	+121,492	New	+$10.7M	0.73%	7

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

Quantbot Technologies's OTIS Position: Q1 2026 in Review

Quantbot Technologies reduced its Otis Worldwide (OTIS) stake by 37% in Q1 2026, selling an estimated $6.86M and leaving 134,833 shares worth $10.4M. The position accounts for 0.43% of the portfolio, ranked #23.

Quantbot Technologies first reported a position in OTIS in Q3 2021 and has held it in 10 quarters since. The position peaked at $18.6M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Quantbot Technologies held 134,833 shares of Otis Worldwide worth $10.4M as of Q1 2026.
Quantbot Technologies sold 78,419 Otis Worldwide shares in Q1 2026, an estimated $6.86M.
Otis Worldwide made up 0.43% of Quantbot Technologies's portfolio in Q1 2026, its #23 holding.
Quantbot Technologies first reported a position in Otis Worldwide in Q3 2021 and has held it in 10 quarters since.
Quantbot Technologies's Otis Worldwide position peaked at $18.6M in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.