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Woodline Partners’s Otis Worldwide OTIS Stock Holding History

Woodline Partners’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 		$1.17M Buy
15,201
+8,022
+112% +$702K ﹤0.01% 866
2025
Q4 		$627K Buy
7,179
+4,654
+184% +$416K ﹤0.01% 884
2025
Q3 		$231K Buy
+2,525
New +$229K ﹤0.01% 861
2023
Q1 		– Sell
-207,553
Closed -$16.3M – 744
2022
Q4 		$16.3M Buy
+207,553
New +$15.3M 0.22% 136
2022
Q2 		– Sell
-96,213
Closed -$7.4M – 862
2022
Q1 		$7.4M Sell
96,213
-73,118
-43% -$5.84M 0.12% 202
2021
Q4 		$14.7M Buy
+169,331
New +$14.2M 0.21% 133

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

Woodline Partners's OTIS Position: Q1 2026 in Review

Woodline Partners increased its Otis Worldwide (OTIS) stake by 112% in Q1 2026, buying an estimated $702K and bringing the position to 15,201 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Woodline Partners first reported a position in OTIS in Q4 2021 and has held it in 6 quarters since. The position peaked at $16.3M in Q4 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Woodline Partners held 15,201 shares of Otis Worldwide worth $1.17M as of Q1 2026.
  • Woodline Partners bought 8,022 Otis Worldwide shares in Q1 2026, an estimated $702K.
  • Otis Worldwide made up ﹤0.01% of Woodline Partners's portfolio in Q1 2026, its #866 holding.
  • Woodline Partners first reported a position in Otis Worldwide in Q4 2021 and has held it in 6 quarters since.
  • Woodline Partners's Otis Worldwide position peaked at $16.3M in Q4 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.