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Stevens Capital Management’s Otis Worldwide OTIS Stock Holding History

Stevens 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 		– Sell
-11,528
Closed -$1.01M – 287
2025
Q4 		$1.01M Buy
+11,528
New +$1.03M 0.35% 73
2025
Q1 		– Sell
-5,633
Closed -$522K – 362
2024
Q4 		$522K Buy
+5,633
New +$565K 0.21% 141
2024
Q1 		– Sell
-7,555
Closed -$676K – 335
2023
Q4 		$676K Buy
7,555
+4,435
+142% +$369K 0.17% 122
2023
Q3 		$251K Buy
+3,120
New +$267K 0.07% 203
2022
Q4 		– Sell
-7,498
Closed -$478K – 169
2022
Q3 		$478K Buy
7,498
+4,499
+150% +$329K 0.31% 62
2022
Q2 		$212K Sell
2,999
-11,871
-80% -$874K 0.15% 112
2022
Q1 		$1.14M Buy
14,870
+6,271
+73% +$501K 0.25% 100
2021
Q4 		$749K Buy
+8,599
New +$720K 0.17% 135
2021
Q3 		– Sell
-7,629
Closed -$624K – 246
2021
Q2 		$624K Buy
7,629
+2,007
+36% +$154K 0.18% 88
2021
Q1 		$385K Buy
+5,622
New +$368K 0.21% 72

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

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

Stevens Capital Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 11,528 shares — an estimated $1.01M sold.

Stevens Capital Management first reported a position in OTIS in Q1 2021 and held it in 10 quarters. The position peaked at $1.14M in Q1 2022. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Stevens Capital Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Stevens Capital Management sold 11,528 Otis Worldwide shares in Q1 2026, an estimated $1.01M.
  • Stevens Capital Management first reported a position in Otis Worldwide in Q1 2021 and held it in 10 quarters.
  • Stevens Capital Management's Otis Worldwide position peaked at $1.14M in Q1 2022.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.