VPIM
OTIS icon

Vanguard Personalized Indexing Management’s Otis Worldwide OTIS Stock Holding History

Vanguard Personalized Indexing 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 		$2.5M Sell
32,397
-2,000
-6% -$175K 0.02% 528
2025
Q4 		$3M Sell
34,397
-4,444
-11% -$398K 0.03% 458
2025
Q3 		$3.56M Sell
38,841
-6,687
-15% -$607K 0.04% 400
2025
Q2 		$4.52M Buy
45,528
+902
+2% +$87.1K 0.05% 322
2025
Q1 		$4.61M Buy
44,626
+4,786
+12% +$468K 0.07% 260
2024
Q4 		$3.69M Buy
39,840
+3,180
+9% +$319K 0.06% 299
2024
Q3 		$3.81M Sell
36,660
-887
-2% -$84.5K 0.06% 278
2024
Q2 		$3.47M Buy
37,547
+4,733
+14% +$456K 0.07% 261
2024
Q1 		$3.26M Buy
32,814
+6,679
+26% +$617K 0.07% 258
2023
Q4 		$2.34M Sell
26,135
-1,023
-4% -$85.1K 0.06% 306
2023
Q3 		$2.18M Buy
27,158
+1,684
+7% +$144K 0.07% 290
2023
Q2 		$2.27M Buy
25,474
+1,272
+5% +$107K 0.07% 279
2023
Q1 		$2.04M Buy
24,202
+1,871
+8% +$155K 0.07% 282
2022
Q4 		$1.75M Buy
22,331
+5,910
+36% +$436K 0.07% 297
2022
Q3 		$1.05M Buy
16,421
+75
+0.5% +$5.49K 0.05% 459
2022
Q2 		$1.16M Buy
16,346
+4,035
+33% +$297K 0.05% 396
2022
Q1 		$947K Sell
12,311
-2,658
-18% -$212K 0.05% 472
2021
Q4 		$1.3M Buy
14,969
+4,961
+50% +$415K 0.08% 281
2021
Q3 		$823K Buy
10,008
+1,302
+15% +$114K 0.07% 288
2021
Q2 		$712K Buy
8,706
+4,975
+133% +$383K 0.07% 335
2021
Q1 		$255K Buy
+3,731
New +$244K 0.04% 571

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

Vanguard Personalized Indexing Management's OTIS Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Otis Worldwide (OTIS) stake by 5.8% in Q1 2026, selling an estimated $175K and leaving 32,397 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #528.

Vanguard Personalized Indexing Management first reported a position in OTIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.61M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Vanguard Personalized Indexing Management held 32,397 shares of Otis Worldwide worth $2.5M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 2,000 Otis Worldwide shares in Q1 2026, an estimated $175K.
  • Otis Worldwide made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #528 holding.
  • Vanguard Personalized Indexing Management first reported a position in Otis Worldwide in Q1 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Otis Worldwide position peaked at $4.61M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.