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Vinva Investment Management’s Otis Worldwide OTIS Stock Holding History

Vinva Investment 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 		$5.1M Buy
66,870
+50,877
+318% +$4.45M 0.06% 218
2025
Q4 		$1.41M Buy
+15,993
New +$1.43M 0.02% 283
2025
Q1 		– Sell
-9,062
Closed -$839K – 423
2024
Q4 		$839K Sell
9,062
-3,639
-29% -$365K 0.03% 308
2024
Q3 		$1.33M Sell
12,701
-17,783
-58% -$1.69M 0.06% 266
2024
Q2 		$2.93M Buy
30,484
+14,748
+94% +$1.42M 0.15% 155
2024
Q1 		$1.56M Buy
15,736
+2,964
+23% +$274K 0.09% 245
2023
Q4 		$1.15M Buy
12,772
+309
+2% +$25.7K 0.08% 241
2023
Q3 		$1M Sell
12,463
-31,271
-72% -$2.67M 0.09% 219
2023
Q2 		$3.88M Sell
43,734
-22,998
-34% -$1.94M 0.33% 68
2023
Q1 		$5.55M Buy
+66,732
New +$5.52M 0.46% 53

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

Vinva Investment Management's OTIS Position: Q1 2026 in Review

Vinva Investment Management increased its Otis Worldwide (OTIS) stake by 318% in Q1 2026, buying an estimated $4.45M and bringing the position to 66,870 shares worth $5.1M. The position accounts for 0.06% of the portfolio, ranked #218.

Vinva Investment Management first reported a position in OTIS in Q1 2023 and has held it in 10 quarters since. The position peaked at $5.55M in Q1 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Vinva Investment Management held 66,870 shares of Otis Worldwide worth $5.1M as of Q1 2026.
  • Vinva Investment Management bought 50,877 Otis Worldwide shares in Q1 2026, an estimated $4.45M.
  • Otis Worldwide made up 0.06% of Vinva Investment Management's portfolio in Q1 2026, its #218 holding.
  • Vinva Investment Management first reported a position in Otis Worldwide in Q1 2023 and has held it in 10 quarters since.
  • Vinva Investment Management's Otis Worldwide position peaked at $5.55M in Q1 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.