1SB
OTIS icon

1ST Source Bank’s Otis Worldwide OTIS Stock Holding History

1ST Source Bank’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
Q2 		$274K Sell
3,833
-87
-2% -$6.5K 0.01% 259
2026
Q1 		$302K Sell
3,920
-125
-3% -$10.9K 0.02% 249
2025
Q4 		$353K Sell
4,045
-471
-10% -$42.1K 0.02% 223
2025
Q3 		$413K Sell
4,516
-10
-0.2% -$908 0.02% 208
2025
Q2 		$448K Buy
4,526
+178
+4% +$17.2K 0.02% 200
2025
Q1 		$449K Sell
4,348
-63
-1% -$6.16K 0.03% 192
2024
Q4 		$409K Sell
4,411
-18
-0.4% -$1.8K 0.02% 204
2024
Q3 		$460K Sell
4,429
-114
-3% -$10.9K 0.03% 191
2024
Q2 		$437K Buy
4,543
+13
+0.3% +$1.25K 0.03% 191
2024
Q1 		$450K Hold
4,530
– – 0.03% 191
2023
Q4 		$405K Sell
4,530
-77
-2% -$6.4K 0.02% 194
2023
Q3 		$370K Sell
4,607
-387
-8% -$33.1K 0.03% 190
2023
Q2 		$445K Buy
4,994
+16
+0.3% +$1.35K 0.03% 185
2023
Q1 		$420K Sell
4,978
-25
-0.5% -$2.07K 0.03% 190
2022
Q4 		$392K Hold
5,003
– – 0.03% 198
2022
Q3 		$319K Sell
5,003
-437
-8% -$32K 0.02% 204
2022
Q2 		$384K Buy
5,440
+613
+13% +$45.1K 0.03% 196
2022
Q1 		$371K Buy
4,827
+41
+0.9% +$3.28K 0.02% 204
2021
Q4 		$417K Buy
4,786
+38
+0.8% +$3.18K 0.02% 193
2021
Q3 		$391K Hold
4,748
– – 0.02% 194
2021
Q2 		$388K Sell
4,748
-37
-0.8% -$2.85K 0.02% 196
2021
Q1 		$328K Sell
4,785
-141
-3% -$9.22K 0.02% 204
2020
Q4 		$333K Sell
4,926
-2,987
-38% -$194K 0.02% 197
2020
Q3 		$494K Sell
7,913
-443
-5% -$27.1K 0.04% 153
2020
Q2 		$475K Buy
+8,356
New +$433K 0.04% 157

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

1ST Source Bank's OTIS Position: Q2 2026 in Review

1ST Source Bank reduced its Otis Worldwide (OTIS) stake by 2.2% in Q2 2026, selling an estimated $6.5K and leaving 3,833 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #259.

1ST Source Bank first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $494K in Q3 2020. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • 1ST Source Bank held 3,833 shares of Otis Worldwide worth $274K as of Q2 2026.
  • 1ST Source Bank sold 87 Otis Worldwide shares in Q2 2026, an estimated $6.5K.
  • Otis Worldwide made up 0.01% of 1ST Source Bank's portfolio in Q2 2026, its #259 holding.
  • 1ST Source Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1ST Source Bank's Otis Worldwide position peaked at $494K in Q3 2020.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.