Voleon Capital Management’s Otis Worldwide OTIS Stock Holding History

Voleon Capital 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	$5.47M	Buy	71,009 +6,290	+10%	+$550K	0.12%	184
2025 Q4	$5.65M	Buy	64,719 +27,203	+73%	+$2.43M	0.12%	190
2025 Q3	$3.43M	Sell	37,516 -11,064	-23%	-$1M	0.08%	240
2025 Q2	$4.81M	Buy	48,580 +34,919	+256%	+$3.37M	0.26%	93
2025 Q1	$1.41M	Buy	+13,661	New	+$1.33M	0.11%	166

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

Voleon Capital Management's OTIS Position: Q1 2026 in Review

Voleon Capital Management increased its Otis Worldwide (OTIS) stake by 9.7% in Q1 2026, buying an estimated $550K and bringing the position to 71,009 shares worth $5.47M. The position accounts for 0.12% of the portfolio, ranked #184.

Voleon Capital Management first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.65M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Voleon Capital Management held 71,009 shares of Otis Worldwide worth $5.47M as of Q1 2026.
Voleon Capital Management bought 6,290 Otis Worldwide shares in Q1 2026, an estimated $550K.
Otis Worldwide made up 0.12% of Voleon Capital Management's portfolio in Q1 2026, its #184 holding.
Voleon Capital Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
Voleon Capital Management's Otis Worldwide position peaked at $5.65M in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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