UniSuper Management’s Otis Worldwide OTIS Stock Holding History

UniSuper 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	$22.3M	Sell	289,667 -214	-0.1%	-$18.7K	0.15%	112
2025 Q4	$25.3M	Sell	289,881 -2,116	-0.7%	-$189K	0.15%	109
2025 Q3	$26.7M	Buy	291,997 +7,097	+2%	+$644K	0.16%	109
2025 Q2	$28.2M	Buy	284,900 +14,270	+5%	+$1.38M	0.19%	98
2025 Q1	$27.9M	Buy	270,630 +235,608	+673%	+$23M	0.21%	101
2024 Q4	$3.24M	Buy	35,022 +6,857	+24%	+$688K	0.02%	321
2024 Q3	$2.93M	Buy	28,165 +2,257	+9%	+$215K	0.02%	325
2024 Q2	$2.49M	Buy	25,908 +11,077	+75%	+$1.07M	0.02%	330
2024 Q1	$1.47M	Buy	14,831 +11,072	+295%	+$1.02M	0.01%	336
2023 Q4	$336K	Buy	3,759 +759	+25%	+$63.1K	﹤0.01%	405
2023 Q3	$241K	Hold	3,000	–	–	﹤0.01%	436
2023 Q2	$267K	Buy	+3,000	New	+$253K	﹤0.01%	414

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

UniSuper Management's OTIS Position: Q1 2026 in Review

UniSuper Management reduced its Otis Worldwide (OTIS) stake by 0.07% in Q1 2026, selling an estimated $18.7K and leaving 289,667 shares worth $22.3M. The position accounts for 0.15% of the portfolio, ranked #112.

UniSuper Management first reported a position in OTIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $28.2M in Q2 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

UniSuper Management held 289,667 shares of Otis Worldwide worth $22.3M as of Q1 2026.
UniSuper Management sold 214 Otis Worldwide shares in Q1 2026, an estimated $18.7K.
Otis Worldwide made up 0.15% of UniSuper Management's portfolio in Q1 2026, its #112 holding.
UniSuper Management first reported a position in Otis Worldwide in Q2 2023 and has held it in 12 quarters since.
UniSuper Management's Otis Worldwide position peaked at $28.2M in Q2 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on UniSuper Management's 13F filing for Q1 2026, filed 11 May 2026.