Werlinich Asset Management’s Otis Worldwide OTIS Stock Holding History

Werlinich Asset 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	–	Sell	-7,175	Closed	-$631K	–	60
2025 Q4	$631K	Buy	7,175 +20	+0.3%	+$1.79K	0.31%	48
2025 Q3	$654K	Hold	7,155	–	–	0.33%	48
2025 Q2	$708K	Hold	7,155	–	–	0.39%	48
2025 Q1	$738K	Hold	7,155	–	–	0.47%	46
2024 Q4	$662K	Hold	7,155	–	–	0.39%	48
2024 Q3	$744K	Hold	7,155	–	–	0.43%	46
2024 Q2	$687K	Hold	7,155	–	–	0.43%	44
2024 Q1	$714K	Hold	7,155	–	–	0.47%	46
2023 Q4	$641K	Sell	7,155 -192	-3%	-$16K	0.49%	46
2023 Q3	$590K	Buy	7,347 +22	+0.3%	+$1.88K	0.49%	46
2023 Q2	$652K	Hold	7,325	–	–	0.52%	44
2023 Q1	$618K	Sell	7,325 -500	-6%	-$41.4K	0.54%	43
2022 Q4	$613K	Hold	7,825	–	–	0.57%	41
2022 Q3	$499K	Hold	7,825	–	–	0.51%	46
2022 Q2	$553K	Buy	7,825 +1,000	+15%	+$73.7K	0.52%	45
2022 Q1	$525K	Hold	6,825	–	–	0.4%	49
2021 Q4	$594K	Hold	6,825	–	–	0.43%	51
2021 Q3	$562K	Buy	6,825 +600	+10%	+$52.8K	0.45%	53
2021 Q2	$509K	Hold	6,225	–	–	0.41%	52
2021 Q1	$426K	Buy	+6,225	New	+$407K	0.37%	52

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

Werlinich Asset Management's OTIS Position: Q1 2026 in Review

Werlinich Asset Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 7,175 shares — an estimated $631K sold.

Werlinich Asset Management first reported a position in OTIS in Q1 2021 and held it in 20 quarters. The position peaked at $744K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Werlinich Asset Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Werlinich Asset Management sold 7,175 Otis Worldwide shares in Q1 2026, an estimated $631K.
Werlinich Asset Management first reported a position in Otis Worldwide in Q1 2021 and held it in 20 quarters.
Werlinich Asset Management's Otis Worldwide position peaked at $744K in Q3 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Werlinich Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.