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Anchor Investment Management’s Otis Worldwide OTIS Stock Holding History

Anchor Investment 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 		$93.6K Buy
1,214
+1
+0.1% +$87 0.01% 494
2025
Q4 		$106K Hold
1,213
– – 0.01% 472
2025
Q3 		$111K Hold
1,213
– – 0.01% 468
2025
Q2 		$120K Sell
1,213
-202
-14% -$19.5K 0.01% 442
2025
Q1 		$146K Sell
1,415
-600
-30% -$58.6K 0.01% 408
2024
Q4 		$187K Sell
2,015
-500
-20% -$50.1K 0.02% 372
2024
Q3 		$261K Hold
2,515
– – 0.02% 326
2024
Q2 		$242K Sell
2,515
-100
-4% -$9.64K 0.02% 320
2024
Q1 		$260K Hold
2,615
– – 0.03% 325
2023
Q4 		$234K Hold
2,615
– – 0.03% 327
2023
Q3 		$210K Hold
2,615
– – 0.03% 332
2023
Q2 		$233K Hold
2,615
– – 0.03% 312
2023
Q1 		$221K Hold
2,615
– – 0.03% 328
2022
Q4 		$205K Hold
2,615
– – 0.03% 333
2022
Q3 		$167K Sell
2,615
-65
-2% -$4.75K 0.03% 363
2022
Q2 		$189K Sell
2,680
-37
-1% -$2.73K 0.03% 358
2022
Q1 		$209K Hold
2,717
– – 0.03% 366
2021
Q4 		$237K Hold
2,717
– – 0.03% 359
2021
Q3 		$224K Sell
2,717
-17
-0.6% -$1.5K 0.03% 339
2021
Q2 		$224K Sell
2,734
-100
-4% -$7.7K 0.03% 348
2021
Q1 		$194K Sell
2,834
-125
-4% -$8.17K 0.03% 351
2020
Q4 		$200K Sell
2,959
-325
-10% -$21.1K 0.04% 302
2020
Q3 		$205K Sell
3,284
-1,346
-29% -$82.3K 0.04% 274
2020
Q2 		$263K Buy
+4,630
New +$240K 0.06% 221

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 Investment Management's OTIS Position: Q1 2026 in Review

Anchor Investment Management increased its Otis Worldwide (OTIS) stake by 0.08% in Q1 2026, buying an estimated $87 and bringing the position to 1,214 shares worth $93.6K. The position accounts for 0.01% of the portfolio, ranked #494.

Anchor Investment Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $263K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Anchor Investment Management held 1,214 shares of Otis Worldwide worth $93.6K as of Q1 2026.
  • Anchor Investment Management bought 1 Otis Worldwide share in Q1 2026, an estimated $87.
  • Otis Worldwide made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #494 holding.
  • Anchor Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Anchor Investment Management's Otis Worldwide position peaked at $263K in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.