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Argent Trust Co’s Otis Worldwide OTIS Stock Holding History

Argent Trust Co’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 		$785K Buy
10,188
+294
+3% +$25.7K 0.03% 385
2025
Q4 		$864K Sell
9,894
-1,042
-10% -$93.2K 0.03% 358
2025
Q3 		$1,000K Sell
10,936
-2,538
-19% -$230K 0.04% 330
2025
Q2 		$1.33M Sell
13,474
-3,206
-19% -$309K 0.05% 279
2025
Q1 		$1.72M Buy
16,680
+1,305
+8% +$127K 0.07% 237
2024
Q4 		$1.42M Buy
15,375
+1,125
+8% +$113K 0.06% 264
2024
Q3 		$1.48M Buy
14,250
+745
+6% +$71K 0.06% 260
2024
Q2 		$1.3M Buy
13,505
+1,338
+11% +$129K 0.06% 264
2024
Q1 		$1.21M Buy
12,167
+2,054
+20% +$190K 0.05% 279
2023
Q4 		$905K Sell
10,113
-106
-1% -$8.81K 0.05% 304
2023
Q3 		$821K Sell
10,219
-512
-5% -$43.8K 0.05% 307
2023
Q2 		$955K Buy
10,731
+1,315
+14% +$111K 0.05% 281
2023
Q1 		$795K Buy
9,416
+262
+3% +$21.7K 0.05% 283
2022
Q4 		$717K Sell
9,154
-46
-0.5% -$3.4K 0.05% 293
2022
Q3 		$587K Sell
9,200
-35
-0.4% -$2.56K 0.04% 308
2022
Q2 		$653K Sell
9,235
-45
-0.5% -$3.31K 0.04% 303
2022
Q1 		$715K Hold
9,280
– – 0.04% 298
2021
Q4 		$808K Sell
9,280
-203
-2% -$17K 0.05% 290
2021
Q3 		$780K Sell
9,483
-50
-0.5% -$4.4K 0.05% 278
2021
Q2 		$780K Sell
9,533
-496
-5% -$38.2K 0.05% 269
2021
Q1 		$686K Sell
10,029
-31
-0.3% -$2.03K 0.05% 281
2020
Q4 		$680K Sell
10,060
-673
-6% -$43.7K 0.05% 275
2020
Q3 		$670K Sell
10,733
-463
-4% -$28.3K 0.06% 254
2020
Q2 		$637K Buy
+11,196
New +$580K 0.06% 254

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

Argent Trust Co's OTIS Position: Q1 2026 in Review

Argent Trust Co increased its Otis Worldwide (OTIS) stake by 3% in Q1 2026, buying an estimated $25.7K and bringing the position to 10,188 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #385.

Argent Trust Co first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.72M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Argent Trust Co held 10,188 shares of Otis Worldwide worth $785K as of Q1 2026.
  • Argent Trust Co bought 294 Otis Worldwide shares in Q1 2026, an estimated $25.7K.
  • Otis Worldwide made up 0.03% of Argent Trust Co's portfolio in Q1 2026, its #385 holding.
  • Argent Trust Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Argent Trust Co's Otis Worldwide position peaked at $1.72M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Argent Trust Co's 13F filing for Q1 2026, filed 13 May 2026.