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Sone Capital Management’s Otis Worldwide OTIS Stock Holding History

Sone Capital 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 		$9.73M Sell
126,251
-269,397
-68% -$23.6M 0.82% 45
2025
Q4 		$34.6M Buy
+395,648
New +$35.4M 2.8% 3
2025
Q1 		– Sell
-49,886
Closed -$4.62M – 136
2024
Q4 		$4.62M Buy
+49,886
New +$5M 0.58% 70

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

Sone Capital Management's OTIS Position: Q1 2026 in Review

Sone Capital Management reduced its Otis Worldwide (OTIS) stake by 68% in Q1 2026, selling an estimated $23.6M and leaving 126,251 shares worth $9.73M. The position accounts for 0.82% of the portfolio, ranked #45.

Sone Capital Management first reported a position in OTIS in Q4 2024 and has held it in 3 quarters since. The position peaked at $34.6M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sone Capital Management held 126,251 shares of Otis Worldwide worth $9.73M as of Q1 2026.
  • Sone Capital Management sold 269,397 Otis Worldwide shares in Q1 2026, an estimated $23.6M.
  • Otis Worldwide made up 0.82% of Sone Capital Management's portfolio in Q1 2026, its #45 holding.
  • Sone Capital Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 3 quarters since.
  • Sone Capital Management's Otis Worldwide position peaked at $34.6M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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