Voloridge Investment Management
OTIS icon

Voloridge Investment Management’s Otis Worldwide OTIS Stock Holding History

Voloridge 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 		$70.9M Sell
919,733
-431,756
-32% -$37.8M 0.28% 87
2025
Q4 		$118M Buy
1,351,489
+168,212
+14% +$15M 0.41% 39
2025
Q3 		$108M Buy
1,183,277
+403,972
+52% +$36.7M 0.36% 58
2025
Q2 		$77.2M Sell
779,305
-84,598
-10% -$8.17M 0.28% 85
2025
Q1 		$89.2M Sell
863,903
-426,717
-33% -$41.7M 0.33% 80
2024
Q4 		$120M Sell
1,290,620
-177,576
-12% -$17.8M 0.42% 40
2024
Q3 		$153M Sell
1,468,196
-15,775
-1% -$1.5M 0.56% 20
2024
Q2 		$143M Buy
1,483,971
+159,440
+12% +$15.4M 0.53% 23
2024
Q1 		$131M Buy
1,324,531
+525,630
+66% +$48.6M 0.48% 40
2023
Q4 		$71.5M Buy
798,901
+333,661
+72% +$27.7M 0.28% 98
2023
Q3 		$37.4M Buy
465,240
+462,810
+19,046% +$39.6M 0.18% 151
2023
Q2 		$216K Sell
2,430
-87,998
-97% -$7.41M ﹤0.01% 1313
2023
Q1 		$7.63M Buy
+90,428
New +$7.48M 0.04% 538
2022
Q2 		– Sell
-519,583
Closed -$40M – 1579
2022
Q1 		$40M Buy
519,583
+170,244
+49% +$13.6M 0.23% 116
2021
Q4 		$30.4M Sell
349,339
-110,525
-24% -$9.25M 0.17% 157
2021
Q3 		$37.8M Buy
459,864
+94,405
+26% +$8.3M 0.24% 86
2021
Q2 		$29.9M Buy
365,459
+142,327
+64% +$11M 0.21% 117
2021
Q1 		$15.3M Buy
223,132
+98,968
+80% +$6.47M 0.11% 247
2020
Q4 		$8.39M Buy
+124,164
New +$8.05M 0.07% 325

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

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

Voloridge Investment Management reduced its Otis Worldwide (OTIS) stake by 32% in Q1 2026, selling an estimated $37.8M and leaving 919,733 shares worth $70.9M. The position accounts for 0.28% of the portfolio, ranked #87.

Voloridge Investment Management first reported a position in OTIS in Q4 2020 and has held it in 19 quarters since. The position peaked at $153M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Voloridge Investment Management held 919,733 shares of Otis Worldwide worth $70.9M as of Q1 2026.
  • Voloridge Investment Management sold 431,756 Otis Worldwide shares in Q1 2026, an estimated $37.8M.
  • Otis Worldwide made up 0.28% of Voloridge Investment Management's portfolio in Q1 2026, its #87 holding.
  • Voloridge Investment Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 19 quarters since.
  • Voloridge Investment Management's Otis Worldwide position peaked at $153M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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