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Xponance’s Otis Worldwide OTIS Stock Holding History

Xponance’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 		$5.4M Buy
70,071
+9,292
+15% +$813K 0.04% 347
2025
Q4 		$5.31M Buy
60,779
+2,547
+4% +$228K 0.04% 319
2025
Q3 		$5.32M Sell
58,232
-9,693
-14% -$880K 0.04% 310
2025
Q2 		$6.73M Buy
67,925
+8,988
+15% +$868K 0.06% 263
2025
Q1 		$6.08M Buy
58,937
+938
+2% +$91.6K 0.06% 263
2024
Q4 		$5.37M Buy
57,999
+2,307
+4% +$231K 0.05% 290
2024
Q3 		$5.79M Buy
55,692
+756
+1% +$72K 0.06% 265
2024
Q2 		$5.29M Sell
54,936
-3,873
-7% -$373K 0.05% 269
2024
Q1 		$5.84M Buy
58,809
+2,856
+5% +$264K 0.06% 266
2023
Q4 		$5.01M Buy
55,953
+129
+0.2% +$10.7K 0.06% 263
2023
Q3 		$4.48M Sell
55,824
-823
-1% -$70.4K 0.06% 267
2023
Q2 		$5.04M Sell
56,647
-2,065
-4% -$174K 0.07% 243
2023
Q1 		$4.96M Buy
58,712
+2,183
+4% +$181K 0.07% 250
2022
Q4 		$4.43M Buy
56,529
+8,977
+19% +$663K 0.07% 259
2022
Q3 		$3.03M Buy
47,552
+6,234
+15% +$456K 0.06% 295
2022
Q2 		$2.92M Buy
41,318
+12,884
+45% +$949K 0.06% 288
2022
Q1 		$2.19M Buy
28,434
+1,723
+6% +$138K 0.04% 355
2021
Q4 		$2.33M Buy
26,711
+5,038
+23% +$422K 0.04% 344
2021
Q3 		$1.78M Sell
21,673
-1,175
-5% -$103K 0.03% 371
2021
Q2 		$1.87M Buy
22,848
+5,482
+32% +$422K 0.03% 385
2021
Q1 		$1.19M Sell
17,366
-309
-2% -$20.2K 0.03% 427
2020
Q4 		$1.19M Sell
17,675
-83,801
-83% -$5.44M 0.03% 425
2020
Q3 		$6.33M Sell
101,476
-18,743
-16% -$1.15M 0.16% 117
2020
Q2 		$6.84M Buy
+120,219
New +$6.23M 0.18% 117

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

Xponance's OTIS Position: Q1 2026 in Review

Xponance increased its Otis Worldwide (OTIS) stake by 15% in Q1 2026, buying an estimated $813K and bringing the position to 70,071 shares worth $5.4M. The position accounts for 0.04% of the portfolio, ranked #347.

Xponance first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.84M in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Xponance held 70,071 shares of Otis Worldwide worth $5.4M as of Q1 2026.
  • Xponance bought 9,292 Otis Worldwide shares in Q1 2026, an estimated $813K.
  • Otis Worldwide made up 0.04% of Xponance's portfolio in Q1 2026, its #347 holding.
  • Xponance first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Xponance's Otis Worldwide position peaked at $6.84M in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.