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Quarry LP’s Otis Worldwide OTIS Stock Holding History

Quarry LP’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 		$352K Sell
4,563
-1,932
-30% -$169K 0.06% 211
2025
Q4 		$567K Buy
+6,495
New +$581K 0.09% 122
2025
Q3 		– Sell
-588
Closed -$58.2K – 2417
2025
Q2 		$58.2K Sell
588
-4,690
-89% -$453K 0.01% 787
2025
Q1 		$545K Buy
5,278
+2,059
+64% +$201K 0.12% 152
2024
Q4 		$298K Buy
3,219
+3,179
+7,948% +$319K 0.04% 202
2024
Q3 		$4.16K Sell
40
-1,961
-98% -$187K ﹤0.01% 1456
2024
Q2 		$193K Buy
2,001
+1,204
+151% +$116K 0.06% 175
2024
Q1 		$79.1K Buy
797
+134
+20% +$12.4K 0.02% 288
2023
Q4 		$59.3K Sell
663
-815
-55% -$67.8K 0.01% 272
2023
Q3 		$119K Buy
1,478
+1,372
+1,294% +$117K 0.03% 184
2023
Q2 		$9.44K Buy
+106
New +$8.93K ﹤0.01% 855

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

Quarry LP's OTIS Position: Q1 2026 in Review

Quarry LP reduced its Otis Worldwide (OTIS) stake by 30% in Q1 2026, selling an estimated $169K and leaving 4,563 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #211.

Quarry LP first reported a position in OTIS in Q2 2023 and has held it in 11 quarters since. The position peaked at $567K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Quarry LP held 4,563 shares of Otis Worldwide worth $352K as of Q1 2026.
  • Quarry LP sold 1,932 Otis Worldwide shares in Q1 2026, an estimated $169K.
  • Otis Worldwide made up 0.06% of Quarry LP's portfolio in Q1 2026, its #211 holding.
  • Quarry LP first reported a position in Otis Worldwide in Q2 2023 and has held it in 11 quarters since.
  • Quarry LP's Otis Worldwide position peaked at $567K in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Quarry LP's 13F filing for Q1 2026, filed 15 May 2026.