WorldQuant Millennium Advisors
OTIS icon

WorldQuant Millennium Advisors’s Otis Worldwide OTIS Stock Holding History

WorldQuant Millennium Advisors’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 		$46.7M Sell
606,252
-437,471
-42% -$38.3M 0.18% 137
2025
Q4 		$91.2M Buy
+1,043,723
New +$93.4M 0.35% 78
2025
Q3 		– Sell
-602,115
Closed -$59.6M – 590
2025
Q2 		$59.6M Buy
+602,115
New +$58.1M 0.3% 98
2024
Q2 		– Sell
-13,754
Closed -$1.37M – 456
2024
Q1 		$1.37M Sell
13,754
-47,931
-78% -$4.43M 0.02% 297
2023
Q4 		$5.52M Sell
61,685
-101,524
-62% -$8.44M 0.08% 218
2023
Q3 		$13.1M Buy
163,209
+14,419
+10% +$1.23M 0.2% 147
2023
Q2 		$13.2M Buy
+148,790
New +$12.5M 0.22% 145
2022
Q4 		– Sell
-14,179
Closed -$905K – 380
2022
Q3 		$905K Sell
14,179
-191,799
-93% -$14M 0.02% 292
2022
Q2 		$14.6M Sell
205,978
-10,942
-5% -$806K 0.42% 84
2022
Q1 		$16.7M Buy
216,920
+17,048
+9% +$1.36M 0.41% 82
2021
Q4 		$17.4M Buy
199,872
+30,565
+18% +$2.56M 0.35% 104
2021
Q3 		$13.9M Buy
169,307
+163,601
+2,867% +$14.4M 0.3% 112
2021
Q2 		$467K Sell
5,706
-33,282
-85% -$2.56M 0.01% 305
2021
Q1 		$2.67M Hold
38,988
– – 0.06% 284
2020
Q4 		$2.63M Hold
38,988
– – 0.06% 286
2020
Q3 		$2.43M Buy
38,988
+474
+1% +$29K 0.06% 272
2020
Q2 		$2.19M Buy
+38,514
New +$2M 0.05% 286

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

WorldQuant Millennium Advisors's OTIS Position: Q1 2026 in Review

WorldQuant Millennium Advisors reduced its Otis Worldwide (OTIS) stake by 42% in Q1 2026, selling an estimated $38.3M and leaving 606,252 shares worth $46.7M. The position accounts for 0.18% of the portfolio, ranked #137.

WorldQuant Millennium Advisors first reported a position in OTIS in Q2 2020 and has held it in 17 quarters since. The position peaked at $91.2M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • WorldQuant Millennium Advisors held 606,252 shares of Otis Worldwide worth $46.7M as of Q1 2026.
  • WorldQuant Millennium Advisors sold 437,471 Otis Worldwide shares in Q1 2026, an estimated $38.3M.
  • Otis Worldwide made up 0.18% of WorldQuant Millennium Advisors's portfolio in Q1 2026, its #137 holding.
  • WorldQuant Millennium Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 17 quarters since.
  • WorldQuant Millennium Advisors's Otis Worldwide position peaked at $91.2M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.