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Annis Gardner Whiting Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Annis Gardner Whiting 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 		$69.5K Sell
901
-336
-27% -$29.4K 0.01% 516
2025
Q4 		$108K Sell
1,237
-24
-2% -$2.15K 0.02% 392
2025
Q3 		$115K Buy
1,261
+703
+126% +$63.8K 0.02% 363
2025
Q2 		$55.3K Hold
558
– – 0.02% 399
2025
Q1 		$57.6K Hold
558
– – 0.02% 340
2024
Q4 		$51.7K Sell
558
-5
-0.9% -$501 0.01% 342
2024
Q3 		$58.5K Buy
563
+2
+0.4% +$191 0.02% 351
2024
Q2 		$54K Sell
561
-51
-8% -$4.92K 0.02% 391
2024
Q1 		$60.8K Sell
612
-24
-4% -$2.22K 0.02% 357
2023
Q4 		$56.9K Buy
636
+108
+20% +$8.98K 0.03% 288
2023
Q3 		$42.4K Buy
+528
New +$45.2K 0.02% 300

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

Annis Gardner Whiting Capital Advisors's OTIS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Otis Worldwide (OTIS) stake by 27% in Q1 2026, selling an estimated $29.4K and leaving 901 shares worth $69.5K. The position accounts for 0.01% of the portfolio, ranked #516.

Annis Gardner Whiting Capital Advisors first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $115K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 901 shares of Otis Worldwide worth $69.5K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 336 Otis Worldwide shares in Q1 2026, an estimated $29.4K.
  • Otis Worldwide made up 0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #516 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Otis Worldwide position peaked at $115K in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.