V-Square Quantitative Management’s Otis Worldwide OTIS Stock Holding History

V-Square Quantitative 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	$300K	Sell	3,894 -403	-9%	-$35.3K	0.03%	436
2025 Q4	$375K	Buy	+4,297	New	+$384K	0.04%	362
2025 Q3	–	Sell	-4,846	Closed	-$480K	–	461
2025 Q2	$480K	Sell	4,846 -3,872	-44%	-$374K	0.06%	304
2025 Q1	$900K	Sell	8,718 -275	-3%	-$26.9K	0.13%	170
2024 Q4	$833K	Buy	8,993 +1,224	+16%	+$123K	0.12%	181
2024 Q3	$808K	Buy	7,769 +1,003	+15%	+$95.6K	0.12%	184
2024 Q2	$651K	Sell	6,766 -4,524	-40%	-$436K	0.11%	189
2024 Q1	$1.12M	Buy	11,290 +1,673	+17%	+$155K	0.16%	103
2023 Q4	$860K	Buy	9,617 +4,647	+94%	+$386K	0.15%	101
2023 Q3	$399K	Buy	4,970 +2,430	+96%	+$208K	0.18%	129
2023 Q2	$226K	Sell	2,540 -23	-0.9%	-$1.94K	0.16%	123
2023 Q1	$216K	Buy	+2,563	New	+$212K	0.2%	125

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

V-Square Quantitative Management's OTIS Position: Q1 2026 in Review

V-Square Quantitative Management reduced its Otis Worldwide (OTIS) stake by 9.4% in Q1 2026, selling an estimated $35.3K and leaving 3,894 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #436.

V-Square Quantitative Management first reported a position in OTIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

V-Square Quantitative Management held 3,894 shares of Otis Worldwide worth $300K as of Q1 2026.
V-Square Quantitative Management sold 403 Otis Worldwide shares in Q1 2026, an estimated $35.3K.
Otis Worldwide made up 0.03% of V-Square Quantitative Management's portfolio in Q1 2026, its #436 holding.
V-Square Quantitative Management first reported a position in Otis Worldwide in Q1 2023 and has held it in 12 quarters since.
V-Square Quantitative Management's Otis Worldwide position peaked at $1.12M in Q1 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.