StoneX Group’s Otis Worldwide OTIS Stock Holding History

StoneX Group’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	-5,224	Closed	-$456K	–	1165
2025 Q4	$456K	Sell	5,224 -49	-0.9%	-$4.38K	0.02%	562
2025 Q3	$482K	Sell	5,273 -5,085	-49%	-$462K	0.02%	554
2025 Q2	$1.03M	Buy	10,358 +4,831	+87%	+$466K	0.05%	322
2025 Q1	$570K	Sell	5,527 -130	-2%	-$12.7K	0.03%	440
2024 Q4	$524K	Buy	+5,657	New	+$567K	0.03%	457
2022 Q3	–	Sell	-3,121	Closed	-$221K	–	463
2022 Q2	$221K	Buy	+3,121	New	+$230K	0.04%	322

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

StoneX Group's OTIS Position: Q1 2026 in Review

StoneX Group sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 5,224 shares — an estimated $456K sold.

StoneX Group first reported a position in OTIS in Q2 2022 and held it in 6 quarters. The position peaked at $1.03M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

StoneX Group reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 5,224 Otis Worldwide shares in Q1 2026, an estimated $456K.
StoneX Group first reported a position in Otis Worldwide in Q2 2022 and held it in 6 quarters.
StoneX Group's Otis Worldwide position peaked at $1.03M in Q2 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.