QCM
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Quantinno Capital Management’s Otis Worldwide OTIS Stock Holding History

Quantinno 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 		$19.1M Buy
248,110
+104,990
+73% +$9.19M 0.03% 640
2025
Q4 		$12.5M Buy
143,120
+54,538
+62% +$4.88M 0.03% 699
2025
Q3 		$8.1M Sell
88,582
-85,985
-49% -$7.81M 0.02% 748
2025
Q2 		$17.3M Sell
174,567
-15,847
-8% -$1.53M 0.07% 303
2025
Q1 		$19.7M Buy
190,414
+127,148
+201% +$12.4M 0.13% 155
2024
Q4 		$5.86M Buy
63,266
+33,061
+109% +$3.32M 0.06% 417
2024
Q3 		$3.14M Sell
30,205
-2,526
-8% -$241K 0.04% 560
2024
Q2 		$3.15M Buy
32,731
+4,415
+16% +$425K 0.06% 412
2024
Q1 		$2.81M Buy
28,316
+2,689
+10% +$249K 0.06% 382
2023
Q4 		$2.29M Buy
25,627
+13,641
+114% +$1.13M 0.08% 313
2023
Q3 		$963K Buy
+11,986
New +$1.03M 0.04% 526

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

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

Quantinno Capital Management increased its Otis Worldwide (OTIS) stake by 73% in Q1 2026, buying an estimated $9.19M and bringing the position to 248,110 shares worth $19.1M. The position accounts for 0.03% of the portfolio, ranked #640.

Quantinno Capital Management first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.7M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Quantinno Capital Management held 248,110 shares of Otis Worldwide worth $19.1M as of Q1 2026.
  • Quantinno Capital Management bought 104,990 Otis Worldwide shares in Q1 2026, an estimated $9.19M.
  • Otis Worldwide made up 0.03% of Quantinno Capital Management's portfolio in Q1 2026, its #640 holding.
  • Quantinno Capital Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
  • Quantinno Capital Management's Otis Worldwide position peaked at $19.7M in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.