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Volterra Technologies’s Otis Worldwide OTIS Stock Holding History

Volterra Technologies’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
-8,000
Closed -$699K – 413
2025
Q4 		$699K Buy
8,000
+4,200
+111% +$376K 0.07% 218
2025
Q3 		$347K Buy
+3,800
New +$345K 0.03% 285

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

Volterra Technologies's OTIS Position: Q1 2026 in Review

Volterra Technologies sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 5,767 shares — an estimated $504K sold.

Volterra Technologies first reported a position in OTIS in Q3 2025 and held it in 2 quarters. The position peaked at $701K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Volterra Technologies reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Volterra Technologies sold 5,767 Otis Worldwide shares in Q1 2026, an estimated $504K.
  • Volterra Technologies first reported a position in Otis Worldwide in Q3 2025 and held it in 2 quarters.
  • Volterra Technologies's Otis Worldwide position peaked at $701K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Volterra Technologies's 13F filing for Q1 2026, filed 14 May 2026.