RhumbLine Advisers
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RhumbLine Advisers’s Otis Worldwide OTIS Stock Holding History

RhumbLine Advisers’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 		$58.7M Sell
761,584
-30,198
-4% -$2.64M 0.05% 306
2025
Q4 		$69.2M Sell
791,782
-22,812
-3% -$2.04M 0.06% 272
2025
Q3 		$74.5M Sell
814,594
-912
-0.1% -$82.8K 0.06% 265
2025
Q2 		$80.8M Buy
815,506
+43,964
+6% +$4.24M 0.07% 240
2025
Q1 		$79.6M Buy
771,542
+41,596
+6% +$4.06M 0.07% 233
2024
Q4 		$67.6M Sell
729,946
-27,649
-4% -$2.77M 0.06% 258
2024
Q3 		$78.7M Sell
757,595
-22,788
-3% -$2.17M 0.07% 227
2024
Q2 		$75.1M Sell
780,383
-20,813
-3% -$2.01M 0.07% 230
2024
Q1 		$79.5M Sell
801,196
-18,533
-2% -$1.71M 0.08% 227
2023
Q4 		$73.3M Sell
819,729
-13,751
-2% -$1.14M 0.08% 225
2023
Q3 		$66.9M Sell
833,480
-10,803
-1% -$924K 0.08% 229
2023
Q2 		$75.1M Sell
844,283
-15,831
-2% -$1.33M 0.08% 215
2023
Q1 		$72.6M Buy
860,114
+37,687
+5% +$3.12M 0.09% 210
2022
Q4 		$64.4M Buy
822,427
+33,676
+4% +$2.49M 0.09% 222
2022
Q3 		$50.3M Buy
788,751
+21,706
+3% +$1.59M 0.08% 245
2022
Q2 		$54.2M Buy
767,045
+63,843
+9% +$4.7M 0.08% 227
2022
Q1 		$54.1M Buy
703,202
+27,194
+4% +$2.17M 0.07% 245
2021
Q4 		$58.9M Buy
676,008
+2,829
+0.4% +$237K 0.07% 239
2021
Q3 		$55.4M Sell
673,179
-16,306
-2% -$1.43M 0.08% 226
2021
Q2 		$56.4M Sell
689,485
-19,532
-3% -$1.5M 0.07% 238
2021
Q1 		$48.5M Sell
709,017
-7,363
-1% -$481K 0.07% 257
2020
Q4 		$48.4M Buy
716,380
+14,149
+2% +$918K 0.07% 250
2020
Q3 		$43.8M Buy
702,231
+853
+0.1% +$52.2K 0.07% 249
2020
Q2 		$39.9M Buy
+701,378
New +$36.3M 0.07% 258

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

RhumbLine Advisers's OTIS Position: Q1 2026 in Review

RhumbLine Advisers reduced its Otis Worldwide (OTIS) stake by 3.8% in Q1 2026, selling an estimated $2.64M and leaving 761,584 shares worth $58.7M. The position accounts for 0.05% of the portfolio, ranked #306.

RhumbLine Advisers first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $80.8M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • RhumbLine Advisers held 761,584 shares of Otis Worldwide worth $58.7M as of Q1 2026.
  • RhumbLine Advisers sold 30,198 Otis Worldwide shares in Q1 2026, an estimated $2.64M.
  • Otis Worldwide made up 0.05% of RhumbLine Advisers's portfolio in Q1 2026, its #306 holding.
  • RhumbLine Advisers first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • RhumbLine Advisers's Otis Worldwide position peaked at $80.8M in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.