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Schonfeld Strategic Advisors’s Otis Worldwide OTIS Stock Holding History

Schonfeld Strategic Advisors’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 		$1.71M Sell
22,135
-81,166
-79% -$7.1M 0.01% 888
2025
Q4 		$9.02M Sell
103,301
-194,891
-65% -$17.4M 0.04% 370
2025
Q3 		$27.3M Buy
298,192
+255,724
+602% +$23.2M 0.15% 125
2025
Q2 		$4.21M Sell
42,468
-630
-1% -$60.8K 0.03% 620
2025
Q1 		$4.45M Buy
43,098
+23,579
+121% +$2.3M 0.03% 564
2024
Q4 		$1.81M Sell
19,519
-297
-1% -$29.8K 0.01% 875
2024
Q3 		$2.06M Sell
19,816
-47,283
-70% -$4.5M 0.01% 868
2024
Q2 		$6.46M Sell
67,099
-136,087
-67% -$13.1M 0.04% 486
2024
Q1 		$20.2M Buy
203,186
+171,465
+541% +$15.8M 0.13% 165
2023
Q4 		$2.84M Buy
+31,721
New +$2.64M 0.02% 691
2023
Q3 		– Sell
-2,380
Closed -$212K – 2156
2023
Q2 		$212K Buy
+2,380
New +$201K ﹤0.01% 1538
2023
Q1 		– Sell
-253,002
Closed -$19.8M – 2496
2022
Q4 		$19.8M Buy
253,002
+247,105
+4,190% +$18.2M 0.16% 168
2022
Q3 		$376K Buy
+5,897
New +$431K ﹤0.01% 1946
2022
Q2 		– Sell
-127,500
Closed -$9.81M – 2876
2022
Q1 		$9.81M Buy
127,500
+39,531
+45% +$3.16M 0.09% 280
2021
Q4 		$7.66M Buy
+87,969
New +$7.36M 0.07% 347
2021
Q3 		– Sell
-76,830
Closed -$6.28M – 2380
2021
Q2 		$6.28M Buy
76,830
+48,677
+173% +$3.75M 0.07% 402
2021
Q1 		$1.93M Sell
28,153
-232,406
-89% -$15.2M 0.02% 673
2020
Q4 		$17.6M Buy
260,559
+233,157
+851% +$15.1M 0.24% 92
2020
Q3 		$1.71M Sell
27,402
-195,175
-88% -$11.9M 0.03% 551
2020
Q2 		$12.7M Buy
+222,577
New +$11.5M 0.33% 61

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

Schonfeld Strategic Advisors's OTIS Position: Q1 2026 in Review

Schonfeld Strategic Advisors reduced its Otis Worldwide (OTIS) stake by 79% in Q1 2026, selling an estimated $7.1M and leaving 22,135 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #888.

Schonfeld Strategic Advisors first reported a position in OTIS in Q2 2020 and has held it in 20 quarters since. The position peaked at $27.3M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Schonfeld Strategic Advisors held 22,135 shares of Otis Worldwide worth $1.71M as of Q1 2026.
  • Schonfeld Strategic Advisors sold 81,166 Otis Worldwide shares in Q1 2026, an estimated $7.1M.
  • Otis Worldwide made up 0.01% of Schonfeld Strategic Advisors's portfolio in Q1 2026, its #888 holding.
  • Schonfeld Strategic Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 20 quarters since.
  • Schonfeld Strategic Advisors's Otis Worldwide position peaked at $27.3M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.