Verition Fund Management
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Verition Fund Management’s Otis Worldwide OTIS Stock Holding History

Verition Fund 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 		– Sell
-30,321
Closed -$2.65M – 3199
2025
Q4 		$2.65M Sell
30,321
-213,892
-88% -$19.1M 0.01% 1360
2025
Q3 		$22.3M Buy
244,213
+166,853
+216% +$15.1M 0.09% 164
2025
Q2 		$7.66M Buy
77,360
+22,276
+40% +$2.15M 0.03% 702
2025
Q1 		$5.68M Buy
55,084
+18,869
+52% +$1.84M 0.03% 753
2024
Q4 		$3.35M Buy
36,215
+33,740
+1,363% +$3.38M 0.01% 1181
2024
Q3 		$257K Sell
2,475
-1,346
-35% -$128K ﹤0.01% 2733
2024
Q2 		$368K Sell
3,821
-7,072
-65% -$682K ﹤0.01% 2230
2024
Q1 		$1.08M Sell
10,893
-9,896
-48% -$915K 0.01% 1575
2023
Q4 		$1.86M Sell
20,789
-3,282
-14% -$273K 0.01% 880
2023
Q3 		$1.93M Buy
24,071
+20,851
+648% +$1.78M 0.02% 801
2023
Q2 		$287K Sell
3,220
-51,777
-94% -$4.36M ﹤0.01% 1589
2023
Q1 		$4.64M Sell
54,997
-67,249
-55% -$5.56M 0.06% 394
2022
Q4 		$9.57M Buy
122,246
+41,116
+51% +$3.04M 0.15% 166
2022
Q3 		$5.18M Buy
81,130
+27,489
+51% +$2.01M 0.06% 396
2022
Q2 		$3.79M Buy
53,641
+34,646
+182% +$2.55M 0.08% 360
2022
Q1 		$1.46M Buy
18,995
+10,136
+114% +$810K 0.02% 1205
2021
Q4 		$771K Buy
8,859
+5,924
+202% +$496K 0.01% 1456
2021
Q3 		$241K Sell
2,935
-27,652
-90% -$2.43M ﹤0.01% 1546
2021
Q2 		$2.5M Sell
30,587
-7,131
-19% -$549K 0.02% 442
2021
Q1 		$2.58M Buy
+37,718
New +$2.47M 0.03% 351
2020
Q4 		– Sell
-3,769
Closed -$235K – 1315
2020
Q3 		$235K Sell
3,769
-31,452
-89% -$1.92M ﹤0.01% 877
2020
Q2 		$2M Buy
+35,221
New +$1.82M 0.07% 225

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

Verition Fund Management's OTIS Position: Q1 2026 in Review

Verition Fund Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 30,321 shares — an estimated $2.65M sold.

Verition Fund Management first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $22.3M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Verition Fund Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 30,321 Otis Worldwide shares in Q1 2026, an estimated $2.65M.
  • Verition Fund Management first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
  • Verition Fund Management's Otis Worldwide position peaked at $22.3M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.