TwinBeech Capital’s Otis Worldwide OTIS Stock Holding History

TwinBeech Capital’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	$5.97M	Sell	77,400 -80,476	-51%	-$7.04M	0.62%	40
2025 Q4	$13.8M	Buy	157,876 +154,993	+5,376%	+$13.9M	0.98%	12
2025 Q3	$264K	Sell	2,883 -99,800	-97%	-$9.06M	0.01%	490
2025 Q2	$10.2M	Buy	+102,683	New	+$9.91M	0.23%	120
2025 Q1	–	Sell	-424,235	Closed	-$39.3M	–	897
2024 Q4	$39.3M	Buy	+424,235	New	+$42.5M	0.67%	48
2023 Q4	–	Sell	-410,985	Closed	-$33M	–	844
2023 Q3	$33M	Buy	410,985 +3,403	+0.8%	+$291K	0.63%	34
2023 Q2	$36.3M	Buy	+407,582	New	+$34.3M	0.72%	31
2022 Q4	–	Sell	-131,729	Closed	-$8.4M	–	872
2022 Q3	$8.4M	Buy	131,729 +126,133	+2,254%	+$9.23M	0.22%	126
2022 Q2	$395K	Buy	+5,596	New	+$412K	0.02%	436
2021 Q4	–	Sell	-28,683	Closed	-$2.36M	–	747
2021 Q3	$2.36M	Buy	+28,683	New	+$2.52M	0.17%	187
2021 Q1	–	Sell	-27,848	Closed	-$1.88M	–	615
2020 Q4	$1.88M	Sell	27,848 -18,203	-40%	-$1.18M	0.31%	104
2020 Q3	$2.88M	Buy	+46,051	New	+$2.82M	0.62%	37

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

TwinBeech Capital's OTIS Position: Q1 2026 in Review

TwinBeech Capital reduced its Otis Worldwide (OTIS) stake by 51% in Q1 2026, selling an estimated $7.04M and leaving 77,400 shares worth $5.97M. The position accounts for 0.62% of the portfolio, ranked #40.

TwinBeech Capital first reported a position in OTIS in Q3 2020 and has held it in 12 quarters since. The position peaked at $39.3M in Q4 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

TwinBeech Capital held 77,400 shares of Otis Worldwide worth $5.97M as of Q1 2026.
TwinBeech Capital sold 80,476 Otis Worldwide shares in Q1 2026, an estimated $7.04M.
Otis Worldwide made up 0.62% of TwinBeech Capital's portfolio in Q1 2026, its #40 holding.
TwinBeech Capital first reported a position in Otis Worldwide in Q3 2020 and has held it in 12 quarters since.
TwinBeech Capital's Otis Worldwide position peaked at $39.3M in Q4 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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