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Trexquant Investment’s Otis Worldwide OTIS Stock Holding History

Trexquant Investment’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 		$10.1M Sell
131,185
-96,116
-42% -$8.41M 0.07% 377
2025
Q4 		$19.9M Buy
227,301
+125,630
+124% +$11.2M 0.18% 112
2025
Q3 		$9.3M Sell
101,671
-37,663
-27% -$3.42M 0.1% 317
2025
Q2 		$13.8M Buy
139,334
+133,999
+2,512% +$12.9M 0.16% 164
2025
Q1 		$551K Buy
+5,335
New +$521K 0.01% 1250
2024
Q3 		– Sell
-54,614
Closed -$5.26M – 1787
2024
Q2 		$5.26M Buy
54,614
+40,314
+282% +$3.89M 0.08% 387
2024
Q1 		$1.42M Sell
14,300
-167,281
-92% -$15.5M 0.03% 779
2023
Q4 		$16.2M Buy
181,581
+104,595
+136% +$8.7M 0.37% 43
2023
Q3 		$6.18M Buy
76,986
+8,048
+12% +$688K 0.16% 184
2023
Q2 		$6.14M Buy
68,938
+23,691
+52% +$2M 0.16% 163
2023
Q1 		$3.82M Buy
+45,247
New +$3.74M 0.1% 264
2022
Q4 		– Sell
-81,336
Closed -$5.19M – 1640
2022
Q3 		$5.19M Buy
81,336
+17,222
+27% +$1.26M 0.18% 143
2022
Q2 		$4.53M Sell
64,114
-23,456
-27% -$1.73M 0.2% 109
2022
Q1 		$6.74M Sell
87,570
-35,787
-29% -$2.86M 0.32% 69
2021
Q4 		$10.7M Buy
123,357
+79,248
+180% +$6.63M 0.66% 11
2021
Q3 		$3.63M Buy
+44,109
New +$3.88M 0.29% 85

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

Trexquant Investment's OTIS Position: Q1 2026 in Review

Trexquant Investment reduced its Otis Worldwide (OTIS) stake by 42% in Q1 2026, selling an estimated $8.41M and leaving 131,185 shares worth $10.1M. The position accounts for 0.07% of the portfolio, ranked #377.

Trexquant Investment first reported a position in OTIS in Q3 2021 and has held it in 16 quarters since. The position peaked at $19.9M in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Trexquant Investment held 131,185 shares of Otis Worldwide worth $10.1M as of Q1 2026.
  • Trexquant Investment sold 96,116 Otis Worldwide shares in Q1 2026, an estimated $8.41M.
  • Otis Worldwide made up 0.07% of Trexquant Investment's portfolio in Q1 2026, its #377 holding.
  • Trexquant Investment first reported a position in Otis Worldwide in Q3 2021 and has held it in 16 quarters since.
  • Trexquant Investment's Otis Worldwide position peaked at $19.9M in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Trexquant Investment's 13F filing for Q1 2026, filed 15 May 2026.