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Smartleaf Asset Management’s Otis Worldwide OTIS Stock Holding History

Smartleaf Asset Management’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 		$162K Sell
2,128
-167
-7% -$14.6K 0.01% 870
2025
Q4 		$202K Buy
2,295
+123
+6% +$11K 0.01% 796
2025
Q3 		$198K Buy
2,172
+738
+51% +$67K 0.01% 736
2025
Q2 		$140K Sell
1,434
-681
-32% -$65.7K 0.01% 714
2025
Q1 		$216K Buy
2,115
+98
+5% +$9.57K 0.02% 542
2024
Q4 		$187K Buy
2,017
+511
+34% +$51.2K 0.02% 569
2024
Q3 		$157K Buy
1,506
+822
+120% +$78.3K 0.02% 571
2024
Q2 		$65.7K Buy
684
+340
+99% +$32.8K 0.01% 678
2024
Q1 		$34.4K Buy
344
+237
+221% +$21.9K 0.01% 758
2023
Q4 		$9.77K Buy
+107
New +$8.9K ﹤0.01% 770

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

Smartleaf Asset Management's OTIS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Otis Worldwide (OTIS) stake by 7.3% in Q1 2026, selling an estimated $14.6K and leaving 2,128 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #870.

Smartleaf Asset Management first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $216K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Smartleaf Asset Management held 2,128 shares of Otis Worldwide worth $162K as of Q1 2026.
  • Smartleaf Asset Management sold 167 Otis Worldwide shares in Q1 2026, an estimated $14.6K.
  • Otis Worldwide made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #870 holding.
  • Smartleaf Asset Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Otis Worldwide position peaked at $216K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.