SG Americas Securities
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SG Americas Securities’s Otis Worldwide OTIS Stock Holding History

SG Americas Securities’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 		$24.6M Sell
319,774
-179,403
-36% -$15.7M 0.03% 472
2025
Q4 		$43.6M Buy
499,177
+495,166
+12,345% +$44.3M 0.06% 258
2025
Q3 		$367K Sell
4,011
-3,526
-47% -$320K ﹤0.01% 2351
2025
Q2 		$746K Sell
7,537
-17,011
-69% -$1.64M ﹤0.01% 1361
2025
Q1 		$2.53M Buy
+24,548
New +$2.4M 0.01% 705
2024
Q4 		– Sell
-173,588
Closed -$18M – 3488
2024
Q3 		$18M Buy
173,588
+67,602
+64% +$6.44M 0.07% 177
2024
Q2 		$10.2M Sell
105,986
-53,492
-34% -$5.16M 0.06% 330
2024
Q1 		$15.8M Buy
159,478
+43,485
+37% +$4.02M 0.08% 267
2023
Q4 		$10.4M Buy
115,993
+74,030
+176% +$6.16M 0.1% 201
2023
Q3 		$3.37M Buy
41,963
+4,287
+11% +$367K 0.04% 456
2023
Q2 		$3.35M Buy
37,676
+30,031
+393% +$2.53M 0.03% 517
2023
Q1 		$645K Sell
7,645
-17,795
-70% -$1.47M 0.01% 1518
2022
Q4 		$1.99M Buy
25,440
+7,970
+46% +$588K 0.02% 558
2022
Q3 		$1.11M Buy
17,470
+11,412
+188% +$835K 0.01% 942
2022
Q2 		$428K Sell
6,058
-4,451
-42% -$328K ﹤0.01% 2090
2022
Q1 		$809K Sell
10,509
-6,938
-40% -$555K 0.01% 1571
2021
Q4 		$1.52M Sell
17,447
-33,444
-66% -$2.8M 0.01% 1321
2021
Q3 		$4.19M Buy
50,891
+41,297
+430% +$3.63M 0.02% 660
2021
Q2 		$785K Sell
9,594
-31,292
-77% -$2.41M ﹤0.01% 1703
2021
Q1 		$2.8M Buy
40,886
+16,258
+66% +$1.06M 0.01% 833
2020
Q4 		$1.66M Buy
24,628
+21,855
+788% +$1.42M 0.01% 1200
2020
Q3 		$173K Sell
2,773
-2,118
-43% -$130K ﹤0.01% 2228
2020
Q2 		$278K Buy
+4,891
New +$253K ﹤0.01% 2568

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

SG Americas Securities's OTIS Position: Q1 2026 in Review

SG Americas Securities reduced its Otis Worldwide (OTIS) stake by 36% in Q1 2026, selling an estimated $15.7M and leaving 319,774 shares worth $24.6M. The position accounts for 0.03% of the portfolio, ranked #472.

SG Americas Securities first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $43.6M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • SG Americas Securities held 319,774 shares of Otis Worldwide worth $24.6M as of Q1 2026.
  • SG Americas Securities sold 179,403 Otis Worldwide shares in Q1 2026, an estimated $15.7M.
  • Otis Worldwide made up 0.03% of SG Americas Securities's portfolio in Q1 2026, its #472 holding.
  • SG Americas Securities first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • SG Americas Securities's Otis Worldwide position peaked at $43.6M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.