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B. Metzler seel. Sohn & Co’s Otis Worldwide OTIS Stock Holding History

B. Metzler seel. Sohn & 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 		$3M Sell
38,912
-1,936
-5% -$169K 0.03% 298
2025
Q4 		$3.57M Buy
40,848
+801
+2% +$71.7K 0.03% 270
2025
Q3 		$3.66M Buy
40,047
+503
+1% +$45.7K 0.03% 253
2025
Q2 		$3.92M Buy
39,544
+4,738
+14% +$457K 0.04% 236
2025
Q1 		$3.59M Buy
34,806
+1,823
+6% +$178K 0.04% 233
2024
Q4 		$3.05M Sell
32,983
-197,819
-86% -$19.8M 0.03% 266
2024
Q3 		$24M Buy
230,802
+19,391
+9% +$1.85M 0.24% 65
2024
Q2 		$20.4M Sell
211,411
-1,833
-0.9% -$177K 0.2% 67
2024
Q1 		$21.2M Buy
213,244
+2,083
+1% +$193K 0.23% 64
2023
Q4 		$18.9M Sell
211,161
-58,693
-22% -$4.88M 0.24% 62
2023
Q3 		$21.7M Sell
269,854
-24,646
-8% -$2.11M 0.33% 53
2023
Q2 		$26.2M Buy
294,500
+5,896
+2% +$497K 0.35% 50
2023
Q1 		$24.4M Sell
288,604
-20,550
-7% -$1.7M 0.38% 50
2022
Q4 		$24.2M Buy
309,154
+17,073
+6% +$1.26M 0.41% 45
2022
Q3 		$18.6M Sell
292,081
-4,240
-1% -$310K 0.34% 52
2022
Q2 		$20.9M Buy
296,321
+7,550
+3% +$556K 0.34% 53
2022
Q1 		$22.2M Buy
288,771
+27,300
+10% +$2.18M 0.3% 59
2021
Q4 		$22.6M Buy
261,471
+62,123
+31% +$5.2M 0.29% 61
2021
Q3 		$16.4M Buy
199,348
+27,850
+16% +$2.45M 0.24% 70
2021
Q2 		$14M Buy
171,498
+6,246
+4% +$481K 0.21% 77
2021
Q1 		$11.3M Sell
165,252
-2,952
-2% -$193K 0.19% 84
2020
Q4 		$11.8M Buy
+168,204
New +$10.9M 0.22% 83

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

B. Metzler seel. Sohn & Co's OTIS Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Otis Worldwide (OTIS) stake by 4.7% in Q1 2026, selling an estimated $169K and leaving 38,912 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #298.

B. Metzler seel. Sohn & Co first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $26.2M in Q2 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 38,912 shares of Otis Worldwide worth $3M as of Q1 2026.
  • B. Metzler seel. Sohn & Co sold 1,936 Otis Worldwide shares in Q1 2026, an estimated $169K.
  • Otis Worldwide made up 0.03% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #298 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Otis Worldwide position peaked at $26.2M in Q2 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.