Virtu Financial’s Otis Worldwide OTIS Stock Holding History

Virtu Financial’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	-10,185	Closed	-$890K	–	2127
2025 Q4	$890K	Buy	+10,185	New	+$911K	0.03%	398
2025 Q3	–	Sell	-6,675	Closed	-$661K	–	1916
2025 Q2	$661K	Buy	+6,675	New	+$644K	0.03%	476
2025 Q1	–	Sell	-10,705	Closed	-$991K	–	1858
2024 Q4	$991K	Buy	10,705 +3,303	+45%	+$331K	0.05%	305
2024 Q3	$769K	Sell	7,402 -492	-6%	-$46.9K	0.04%	323
2024 Q2	$760K	Sell	7,894 -5,398	-41%	-$520K	0.05%	352
2024 Q1	$1.32M	Buy	13,292 +2,056	+18%	+$190K	0.1%	171
2023 Q4	$1M	Buy	+11,236	New	+$934K	0.08%	199
2021 Q4	–	Sell	-7,779	Closed	-$640K	–	2054
2021 Q3	$640K	Buy	+7,779	New	+$684K	0.06%	358
2021 Q2	–	Sell	-3,064	Closed	-$210K	–	1915
2021 Q1	$210K	Buy	+3,064	New	+$200K	0.01%	1055

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

Virtu Financial's OTIS Position: Q1 2026 in Review

Virtu Financial sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 10,185 shares — an estimated $890K sold.

Virtu Financial first reported a position in OTIS in Q1 2021 and held it in 9 quarters. The position peaked at $1.32M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Virtu Financial reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Virtu Financial sold 10,185 Otis Worldwide shares in Q1 2026, an estimated $890K.
Virtu Financial first reported a position in Otis Worldwide in Q1 2021 and held it in 9 quarters.
Virtu Financial's Otis Worldwide position peaked at $1.32M in Q1 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Virtu Financial's 13F filing for Q1 2026, filed 14 May 2026.