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Teza Capital Management’s Otis Worldwide OTIS Stock Holding History

Teza 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
-2,826
Closed -$247K – 111
2025
Q4 		$247K Buy
+2,826
New +$253K 0.79% 53
2025
Q3 		– Sell
-6,100
Closed -$604K – 236
2025
Q2 		$604K Buy
+6,100
New +$589K 0.45% 58
2024
Q4 		– Sell
-40,020
Closed -$4.16M – 664
2024
Q3 		$4.16M Buy
40,020
+20,332
+103% +$1.94M 0.46% 55
2024
Q2 		$1.9M Sell
19,688
-9,564
-33% -$922K 0.23% 144
2024
Q1 		$2.9M Buy
29,252
+10,973
+60% +$1.01M 0.39% 69
2023
Q4 		$1.64M Sell
18,279
-2,028
-10% -$169K 0.27% 112
2023
Q3 		$1.63M Buy
20,307
+11,924
+142% +$1.02M 0.27% 107
2023
Q2 		$746K Sell
8,383
-21,536
-72% -$1.81M 0.12% 230
2023
Q1 		$2.53M Sell
29,919
-4,481
-13% -$371K 0.54% 34
2022
Q4 		$2.69M Buy
34,400
+2,818
+9% +$208K 0.51% 32
2022
Q3 		$2.02M Buy
31,582
+28,070
+799% +$2.05M 0.42% 58
2022
Q2 		$248K Buy
3,512
+291
+9% +$21.4K 0.1% 353
2022
Q1 		$248K Buy
3,221
+875
+37% +$69.9K 0.09% 328
2021
Q4 		$204K Sell
2,346
-14,736
-86% -$1.23M 0.05% 409
2021
Q3 		$1.41M Buy
+17,082
New +$1.5M 0.68% 35
2021
Q2 		– Sell
-32,818
Closed -$2.25M – 661
2021
Q1 		$2.25M Buy
+32,818
New +$2.15M 0.45% 53

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Teza Capital Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,826 shares — an estimated $247K sold.

Teza Capital Management first reported a position in OTIS in Q1 2021 and held it in 16 quarters. The position peaked at $4.16M in Q3 2024. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Teza Capital Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Teza Capital Management sold 2,826 Otis Worldwide shares in Q1 2026, an estimated $247K.
  • Teza Capital Management first reported a position in Otis Worldwide in Q1 2021 and held it in 16 quarters.
  • Teza Capital Management's Otis Worldwide position peaked at $4.16M in Q3 2024.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Teza Capital Management's 13F filing for Q1 2026, filed 15 May 2026.