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WPG Advisers’s Otis Worldwide OTIS Stock Holding History

WPG Advisers’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 		$40.1K Sell
520
-75
-13% -$6.56K 0.03% 317
2025
Q4 		$52K Buy
595
+136
+30% +$12.2K 0.04% 289
2025
Q3 		$42K Sell
459
-56
-11% -$5.08K 0.03% 330
2025
Q2 		$51K Sell
515
-85
-14% -$8.21K 0.04% 269
2025
Q1 		$61.9K Sell
600
-30
-5% -$2.93K 0.06% 229
2024
Q4 		$58.3K Buy
+630
New +$63.2K 0.05% 263

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

WPG Advisers's OTIS Position: Q1 2026 in Review

WPG Advisers reduced its Otis Worldwide (OTIS) stake by 13% in Q1 2026, selling an estimated $6.56K and leaving 520 shares worth $40.1K. The position accounts for 0.03% of the portfolio, ranked #317.

WPG Advisers first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $61.9K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • WPG Advisers held 520 shares of Otis Worldwide worth $40.1K as of Q1 2026.
  • WPG Advisers sold 75 Otis Worldwide shares in Q1 2026, an estimated $6.56K.
  • Otis Worldwide made up 0.03% of WPG Advisers's portfolio in Q1 2026, its #317 holding.
  • WPG Advisers first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Otis Worldwide position peaked at $61.9K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.