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Anchor Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Anchor Capital 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 		$42.8M Buy
555,220
+11,358
+2% +$994K 1.22% 33
2025
Q4 		$47.5M Sell
543,862
-18,135
-3% -$1.62M 1.38% 25
2025
Q3 		$51.4M Buy
561,997
+479,265
+579% +$43.5M 1.49% 19
2025
Q2 		$8.19M Sell
82,732
-1,467
-2% -$142K 0.24% 98
2025
Q1 		$8.69M Sell
84,199
-4,143
-5% -$405K 0.26% 100
2024
Q4 		$8.18M Sell
88,342
-3,579
-4% -$359K 0.23% 103
2024
Q3 		$9.55M Sell
91,921
-1,380
-1% -$131K 0.25% 101
2024
Q2 		$8.98M Sell
93,301
-80
-0.1% -$7.71K 0.25% 102
2024
Q1 		$9.27M Sell
93,381
-13,135
-12% -$1.21M 0.24% 103
2023
Q4 		$9.53M Sell
106,516
-3,020
-3% -$251K 0.25% 97
2023
Q3 		$8.8M Sell
109,536
-2,974
-3% -$254K 0.25% 98
2023
Q2 		$10M Sell
112,510
-6,103
-5% -$514K 0.26% 100
2023
Q1 		$10M Buy
118,613
+4,936
+4% +$408K 0.26% 97
2022
Q4 		$8.9M Sell
113,677
-9,920
-8% -$732K 0.23% 102
2022
Q3 		$7.88M Sell
123,597
-10,175
-8% -$744K 0.22% 102
2022
Q2 		$9.45M Buy
+133,772
New +$9.85M 0.24% 102

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

Anchor Capital Advisors's OTIS Position: Q1 2026 in Review

Anchor Capital Advisors increased its Otis Worldwide (OTIS) stake by 2.1% in Q1 2026, buying an estimated $994K and bringing the position to 555,220 shares worth $42.8M. The position accounts for 1.22% of the portfolio, ranked #33.

Anchor Capital Advisors first reported a position in OTIS in Q2 2022 and has held it in 16 quarters since. The position peaked at $51.4M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Anchor Capital Advisors held 555,220 shares of Otis Worldwide worth $42.8M as of Q1 2026.
  • Anchor Capital Advisors bought 11,358 Otis Worldwide shares in Q1 2026, an estimated $994K.
  • Otis Worldwide made up 1.22% of Anchor Capital Advisors's portfolio in Q1 2026, its #33 holding.
  • Anchor Capital Advisors first reported a position in Otis Worldwide in Q2 2022 and has held it in 16 quarters since.
  • Anchor Capital Advisors's Otis Worldwide position peaked at $51.4M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.