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Sterling Capital Management’s Otis Worldwide OTIS Stock Holding History

Sterling 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 		$1.06M Sell
13,693
-9,441
-41% -$826K 0.02% 483
2025
Q4 		$2.02M Sell
23,134
-1,741
-7% -$156K 0.03% 390
2025
Q3 		$2.27M Sell
24,875
-2,401
-9% -$218K 0.03% 350
2025
Q2 		$2.7M Buy
27,276
+4,457
+20% +$430K 0.04% 304
2025
Q1 		$2.35M Sell
22,819
-1,467
-6% -$143K 0.04% 318
2024
Q4 		$2.25M Buy
24,286
+8,230
+51% +$825K 0.03% 372
2024
Q3 		$1.67M Buy
+16,056
New +$1.53M 0.02% 426

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

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

Sterling Capital Management reduced its Otis Worldwide (OTIS) stake by 41% in Q1 2026, selling an estimated $826K and leaving 13,693 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #483.

Sterling Capital Management first reported a position in OTIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q2 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sterling Capital Management held 13,693 shares of Otis Worldwide worth $1.06M as of Q1 2026.
  • Sterling Capital Management sold 9,441 Otis Worldwide shares in Q1 2026, an estimated $826K.
  • Otis Worldwide made up 0.02% of Sterling Capital Management's portfolio in Q1 2026, its #483 holding.
  • Sterling Capital Management first reported a position in Otis Worldwide in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Otis Worldwide position peaked at $2.7M in Q2 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.