Systematic Alpha Investments’s Otis Worldwide OTIS Stock Holding History

Systematic Alpha Investments’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	$1.13M	Hold	14,610	–	–	0.04%	105
2025 Q4	$1.28M	Hold	14,610	–	–	0.04%	100
2025 Q3	$1.34M	Hold	14,610	–	–	0.04%	96
2025 Q2	$1.45M	Hold	14,610	–	–	0.05%	89
2025 Q1	$1.51M	Hold	14,610	–	–	0.06%	88
2024 Q4	$1.35M	Hold	14,610	–	–	0.05%	94
2024 Q3	$1.52M	Sell	14,610 -4,000	-21%	-$381K	0.06%	95
2024 Q2	$1.79M	Hold	18,610	–	–	0.07%	83
2024 Q1	$1.85M	Hold	18,610	–	–	0.07%	80
2023 Q4	$1.67M	Hold	18,610	–	–	0.07%	83
2023 Q3	$1.49M	Hold	18,610	–	–	0.07%	82
2023 Q2	$1.66M	Hold	18,610	–	–	0.08%	80
2023 Q1	$1.57M	Buy	18,610 +4,000	+27%	+$331K	0.08%	80
2022 Q4	$1.14M	Hold	14,610	–	–	0.06%	88
2022 Q3	$932K	Hold	14,610	–	–	0.06%	86
2022 Q2	$1.03M	Hold	14,610	–	–	0.06%	87
2022 Q1	$1.12M	Hold	14,610	–	–	0.05%	95
2021 Q4	$1.27M	Hold	14,610	–	–	0.06%	98
2021 Q3	$1.17M	Hold	14,610	–	–	0.05%	103
2021 Q2	$1.31M	Buy	14,610 +2,060	+16%	+$159K	0.06%	98
2021 Q1	$859K	Buy	+12,550	New	+$820K	0.06%	96

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

Systematic Alpha Investments's OTIS Position: Q1 2026 in Review

Systematic Alpha Investments held its Otis Worldwide (OTIS) position steady in Q1 2026 at 14,610 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #105.

Systematic Alpha Investments first reported a position in OTIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.85M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Systematic Alpha Investments held 14,610 shares of Otis Worldwide worth $1.13M as of Q1 2026.
Systematic Alpha Investments left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.04% of Systematic Alpha Investments's portfolio in Q1 2026, its #105 holding.
Systematic Alpha Investments first reported a position in Otis Worldwide in Q1 2021 and has held it in 21 quarters since.
Systematic Alpha Investments's Otis Worldwide position peaked at $1.85M in Q1 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.