T. Rowe Price Investment Management’s Otis Worldwide OTIS Stock Holding History

T. Rowe Price Investment 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	$18.5M	Sell	240,312 -13,095	-5%	-$1.15M	0.01%	476
2025 Q4	$22.1M	Sell	253,407 -2,855,247	-92%	-$255M	0.01%	476
2025 Q3	$284M	Buy	3,108,654 +3,092,166	+18,754%	+$281M	0.17%	134
2025 Q2	$1.63M	Buy	16,488 +10,566	+178%	+$1.02M	﹤0.01%	608
2025 Q1	$612K	Buy	+5,922	New	+$579K	﹤0.01%	628

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management's OTIS Position: Q1 2026 in Review

T. Rowe Price Investment Management reduced its Otis Worldwide (OTIS) stake by 5.2% in Q1 2026, selling an estimated $1.15M and leaving 240,312 shares worth $18.5M. The position accounts for 0.01% of the portfolio, ranked #476.

T. Rowe Price Investment Management first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $284M in Q3 2025. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

T. Rowe Price Investment Management held 240,312 shares of Otis Worldwide worth $18.5M as of Q1 2026.
T. Rowe Price Investment Management sold 13,095 Otis Worldwide shares in Q1 2026, an estimated $1.15M.
Otis Worldwide made up 0.01% of T. Rowe Price Investment Management's portfolio in Q1 2026, its #476 holding.
T. Rowe Price Investment Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
T. Rowe Price Investment Management's Otis Worldwide position peaked at $284M in Q3 2025.
1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.