William Blair & Company
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William Blair & Company’s Otis Worldwide OTIS Stock Holding History

William Blair & Company’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 		$1.91M Buy
24,744
+2,157
+10% +$189K 0.01% 742
2025
Q4 		$1.97M Sell
22,587
-105
-0.5% -$9.39K 0.01% 748
2025
Q3 		$2.07M Sell
22,692
-2,078
-8% -$189K 0.01% 717
2025
Q2 		$2.45M Buy
24,770
+3,121
+14% +$301K 0.01% 668
2025
Q1 		$2.23M Buy
21,649
+362
+2% +$35.4K 0.01% 686
2024
Q4 		$1.97M Sell
21,287
-3,556
-14% -$357K 0.01% 718
2024
Q3 		$2.58M Buy
24,843
+299
+1% +$28.5K 0.01% 642
2024
Q2 		$2.36M Buy
24,544
+9,643
+65% +$929K 0.01% 649
2024
Q1 		$1.48M Sell
14,901
-248
-2% -$22.9K ﹤0.01% 762
2023
Q4 		$1.36M Buy
15,149
+654
+5% +$54.4K ﹤0.01% 771
2023
Q3 		$1.16M Buy
14,495
+202
+1% +$17.3K ﹤0.01% 787
2023
Q2 		$1.27M Buy
14,293
+2,867
+25% +$242K ﹤0.01% 771
2023
Q1 		$964K Buy
11,426
+73
+0.6% +$6.04K ﹤0.01% 841
2022
Q4 		$889K Sell
11,353
-271
-2% -$20K ﹤0.01% 859
2022
Q3 		$742K Buy
11,624
+1,521
+15% +$111K ﹤0.01% 916
2022
Q2 		$714K Sell
10,103
-2,350
-19% -$173K ﹤0.01% 958
2022
Q1 		$958K Sell
12,453
-5,909
-32% -$472K ﹤0.01% 939
2021
Q4 		$1.6M Buy
18,362
+173
+1% +$14.5K 0.01% 791
2021
Q3 		$1.5M Buy
18,189
+736
+4% +$64.7K 0.01% 777
2021
Q2 		$1.43M Sell
17,453
-1,608
-8% -$124K ﹤0.01% 809
2021
Q1 		$1.3M Sell
19,061
-2,432
-11% -$159K ﹤0.01% 816
2020
Q4 		$1.45M Buy
21,493
+1,891
+10% +$123K 0.01% 738
2020
Q3 		$1.22M Sell
19,602
-33,601
-63% -$2.06M 0.01% 701
2020
Q2 		$3.02M Buy
+53,203
New +$2.76M 0.01% 474

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

William Blair & Company's OTIS Position: Q1 2026 in Review

William Blair & Company increased its Otis Worldwide (OTIS) stake by 9.5% in Q1 2026, buying an estimated $189K and bringing the position to 24,744 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #742.

William Blair & Company first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • William Blair & Company held 24,744 shares of Otis Worldwide worth $1.91M as of Q1 2026.
  • William Blair & Company bought 2,157 Otis Worldwide shares in Q1 2026, an estimated $189K.
  • Otis Worldwide made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #742 holding.
  • William Blair & Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • William Blair & Company's Otis Worldwide position peaked at $3.02M in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.