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Allred Capital Management’s Otis Worldwide OTIS Stock Holding History

Allred Capital Management’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 		$460K Buy
5,964
+53
+0.9% +$4.64K 0.17% 106
2025
Q4 		$516K Hold
5,911
– – 0.19% 100
2025
Q3 		$540K Hold
5,911
– – 0.19% 107
2025
Q2 		$585K Hold
5,911
– – 0.22% 94
2025
Q1 		$610K Hold
5,911
– – 0.24% 91
2024
Q4 		$547K Hold
5,911
– – 0.21% 98
2024
Q3 		$614K Hold
5,911
– – 0.24% 90
2024
Q2 		$569K Hold
5,911
– – 0.22% 100
2024
Q1 		$587K Sell
5,911
-123
-2% -$11.4K 0.23% 96
2023
Q4 		$540K Sell
6,034
-67
-1% -$5.57K 0.23% 93
2023
Q3 		$490K Sell
6,101
-248
-4% -$21.2K 0.24% 87
2023
Q2 		$565K Sell
6,349
-248
-4% -$20.9K 0.28% 77
2023
Q1 		$557K Sell
6,597
-195
-3% -$16.1K 0.29% 73
2022
Q4 		$532K Sell
6,792
-20
-0.3% -$1.48K 0.29% 70
2022
Q3 		$434K Sell
6,812
-127
-2% -$9.29K 0.27% 81
2022
Q2 		$490K Sell
6,939
-57
-0.8% -$4.2K 0.31% 76
2022
Q1 		$538K Buy
6,996
+125
+2% +$9.99K 0.28% 84
2021
Q4 		$598K Sell
6,871
-32
-0.5% -$2.68K 0.29% 88
2021
Q3 		$568K Sell
6,903
-7
-0.1% -$616 0.3% 86
2021
Q2 		$565K Sell
6,910
-4
-0.1% -$308 0.28% 92
2021
Q1 		$473K Sell
6,914
-28
-0.4% -$1.83K 0.21% 105
2020
Q4 		$468K Sell
6,942
-77
-1% -$5K 0.26% 98
2020
Q3 		$438K Sell
7,019
-46
-0.7% -$2.81K 0.26% 95
2020
Q2 		$401K Buy
+7,065
New +$366K 0.25% 97

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

Allred Capital Management's OTIS Position: Q1 2026 in Review

Allred Capital Management increased its Otis Worldwide (OTIS) stake by 0.9% in Q1 2026, buying an estimated $4.64K and bringing the position to 5,964 shares worth $460K. The position accounts for 0.17% of the portfolio, ranked #106.

Allred Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $614K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Allred Capital Management held 5,964 shares of Otis Worldwide worth $460K as of Q1 2026.
  • Allred Capital Management bought 53 Otis Worldwide shares in Q1 2026, an estimated $4.64K.
  • Otis Worldwide made up 0.17% of Allred Capital Management's portfolio in Q1 2026, its #106 holding.
  • Allred Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Allred Capital Management's Otis Worldwide position peaked at $614K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.