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Tidal Investments’s Otis Worldwide OTIS Stock Holding History

Tidal 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 		$33.3M Buy
431,817
+59,263
+16% +$5.19M 0.07% 253
2025
Q4 		$32.5M Buy
372,554
+133,243
+56% +$11.9M 0.08% 207
2025
Q3 		$21.9M Buy
239,311
+212,634
+797% +$19.3M 0.04% 292
2025
Q2 		$2.64M Buy
26,677
+418
+2% +$40.4K 0.02% 627
2025
Q1 		$2.71M Sell
26,259
-8,265
-24% -$807K 0.02% 561
2024
Q4 		$3.2M Buy
34,524
+2,079
+6% +$208K 0.03% 515
2024
Q3 		$3.37M Buy
32,445
+4,172
+15% +$397K 0.04% 423
2024
Q2 		$2.72M Buy
28,273
+3,021
+12% +$291K 0.04% 435
2024
Q1 		$2.51M Buy
25,252
+8,356
+49% +$772K 0.04% 442
2023
Q4 		$1.51M Sell
16,896
-2,652
-14% -$221K 0.04% 462
2023
Q3 		$1.57M Buy
19,548
+1,819
+10% +$156K 0.05% 381
2023
Q2 		$1.58M Buy
17,729
+8,076
+84% +$680K 0.05% 391
2023
Q1 		$815K Buy
9,653
+724
+8% +$59.9K 0.03% 566
2022
Q4 		$699K Buy
8,929
+406
+5% +$30K 0.03% 557
2022
Q3 		$544K Sell
8,523
-2,456
-22% -$180K 0.02% 537
2022
Q2 		$776K Sell
10,979
-6,292
-36% -$463K 0.03% 449
2022
Q1 		$1.33M Sell
17,271
-1,192
-6% -$95.3K 0.04% 344
2021
Q4 		$1.61M Buy
18,463
+5,503
+42% +$461K 0.05% 265
2021
Q3 		$1.07M Buy
12,960
+4,272
+49% +$376K 0.04% 315
2021
Q2 		$710K Buy
8,688
+5,438
+167% +$419K 0.03% 357
2021
Q1 		$222K Buy
+3,250
New +$212K 0.01% 510

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

Tidal Investments's OTIS Position: Q1 2026 in Review

Tidal Investments increased its Otis Worldwide (OTIS) stake by 16% in Q1 2026, buying an estimated $5.19M and bringing the position to 431,817 shares worth $33.3M. The position accounts for 0.07% of the portfolio, ranked #253.

Tidal Investments first reported a position in OTIS in Q1 2021 and has held it in 21 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Tidal Investments held 431,817 shares of Otis Worldwide worth $33.3M as of Q1 2026.
  • Tidal Investments bought 59,263 Otis Worldwide shares in Q1 2026, an estimated $5.19M.
  • Otis Worldwide made up 0.07% of Tidal Investments's portfolio in Q1 2026, its #253 holding.
  • Tidal Investments first reported a position in Otis Worldwide in Q1 2021 and has held it in 21 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.