Qube Research & Technologies (QRT)
OTIS icon

Qube Research & Technologies (QRT)’s Otis Worldwide OTIS Stock Holding History

Qube Research & Technologies (QRT)’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 		$83.8M Sell
1,087,124
-402,110
-27% -$35.2M 0.09% 268
2025
Q4 		$130M Buy
1,489,234
+1,278,401
+606% +$114M 0.13% 165
2025
Q3 		$19.3M Sell
210,833
-943,671
-82% -$85.7M 0.02% 911
2025
Q2 		$114M Buy
+1,154,504
New +$111M 0.12% 214
2025
Q1 		– Sell
-56,926
Closed -$5.27M – 3771
2024
Q4 		$5.27M Buy
+56,926
New +$5.71M 0.01% 1467
2024
Q2 		– Sell
-444,205
Closed -$44.1M – 4478
2024
Q1 		$44.1M Sell
444,205
-323,901
-42% -$29.9M 0.07% 333
2023
Q4 		$68.7M Sell
768,106
-213,468
-22% -$17.7M 0.13% 188
2023
Q3 		$78.8M Buy
981,574
+533,590
+119% +$45.6M 0.21% 118
2023
Q2 		$39.9M Buy
447,984
+261,599
+140% +$22M 0.15% 200
2023
Q1 		$15.7M Buy
+186,385
New +$15.4M 0.07% 311
2022
Q4 		– Sell
-302,413
Closed -$19.3M – 2852
2022
Q3 		$19.3M Buy
+302,413
New +$22.1M 0.11% 245
2022
Q2 		– Sell
-124,983
Closed -$9.62M – 2960
2022
Q1 		$9.62M Sell
124,983
-59,939
-32% -$4.79M 0.08% 327
2021
Q4 		$16.1M Buy
184,922
+6,596
+4% +$552K 0.12% 197
2021
Q3 		$14.7M Buy
178,326
+148,212
+492% +$13M 0.18% 129
2021
Q2 		$2.46M Sell
30,114
-139,387
-82% -$10.7M 0.03% 632
2021
Q1 		$11.6M Buy
+169,501
New +$11.1M 0.18% 103

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

Qube Research & Technologies (QRT)'s OTIS Position: Q1 2026 in Review

Qube Research & Technologies (QRT) reduced its Otis Worldwide (OTIS) stake by 27% in Q1 2026, selling an estimated $35.2M and leaving 1,087,124 shares worth $83.8M. The position accounts for 0.09% of the portfolio, ranked #268.

Qube Research & Technologies (QRT) first reported a position in OTIS in Q1 2021 and has held it in 16 quarters since. The position peaked at $130M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Qube Research & Technologies (QRT) held 1,087,124 shares of Otis Worldwide worth $83.8M as of Q1 2026.
  • Qube Research & Technologies (QRT) sold 402,110 Otis Worldwide shares in Q1 2026, an estimated $35.2M.
  • Otis Worldwide made up 0.09% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #268 holding.
  • Qube Research & Technologies (QRT) first reported a position in Otis Worldwide in Q1 2021 and has held it in 16 quarters since.
  • Qube Research & Technologies (QRT)'s Otis Worldwide position peaked at $130M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.