Baird Financial Group
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Baird Financial Group’s Otis Worldwide OTIS Stock Holding History

Baird Financial Group’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 		$3.35M Buy
43,459
+10,275
+31% +$899K 0.01% 869
2025
Q4 		$2.9M Buy
33,184
+1,379
+4% +$123K ﹤0.01% 923
2025
Q3 		$2.91M Sell
31,805
-440
-1% -$39.9K ﹤0.01% 923
2025
Q2 		$3.19M Buy
32,245
+2,132
+7% +$206K 0.01% 861
2025
Q1 		$3.11M Sell
30,113
-306
-1% -$29.9K 0.01% 830
2024
Q4 		$2.82M Sell
30,419
-742
-2% -$74.4K 0.01% 870
2024
Q3 		$3.24M Sell
31,161
-5,682
-15% -$541K 0.01% 819
2024
Q2 		$3.55M Buy
36,843
+9,182
+33% +$885K 0.01% 772
2024
Q1 		$2.75M Sell
27,661
-5,857
-17% -$541K 0.01% 852
2023
Q4 		$3M Sell
33,518
-2,939
-8% -$244K 0.01% 814
2023
Q3 		$2.93M Buy
36,457
+2,210
+6% +$189K 0.01% 794
2023
Q2 		$3.05M Sell
34,247
-987
-3% -$83.2K 0.01% 786
2023
Q1 		$2.97M Sell
35,234
-589
-2% -$48.7K 0.01% 761
2022
Q4 		$2.81M Sell
35,823
-1,043
-3% -$77K 0.01% 763
2022
Q3 		$2.35M Sell
36,866
-3,970
-10% -$290K 0.01% 774
2022
Q2 		$2.89M Sell
40,836
-1,853
-4% -$136K 0.01% 726
2022
Q1 		$3.28M Sell
42,689
-119
-0.3% -$9.51K 0.01% 729
2021
Q4 		$3.73M Buy
42,808
+142
+0.3% +$11.9K 0.01% 706
2021
Q3 		$3.51M Buy
42,666
+4,860
+13% +$427K 0.01% 725
2021
Q2 		$3.09M Sell
37,806
-883
-2% -$68K 0.01% 758
2021
Q1 		$2.65M Buy
38,689
+17,382
+82% +$1.14M 0.01% 780
2020
Q4 		$1.44M Sell
21,307
-379
-2% -$24.6K ﹤0.01% 897
2020
Q3 		$1.35M Sell
21,686
-82,817
-79% -$5.07M ﹤0.01% 860
2020
Q2 		$5.94M Buy
+104,503
New +$5.41M 0.02% 440

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

Baird Financial Group's OTIS Position: Q1 2026 in Review

Baird Financial Group increased its Otis Worldwide (OTIS) stake by 31% in Q1 2026, buying an estimated $899K and bringing the position to 43,459 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #869.

Baird Financial Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.94M in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Baird Financial Group held 43,459 shares of Otis Worldwide worth $3.35M as of Q1 2026.
  • Baird Financial Group bought 10,275 Otis Worldwide shares in Q1 2026, an estimated $899K.
  • Otis Worldwide made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #869 holding.
  • Baird Financial Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Baird Financial Group's Otis Worldwide position peaked at $5.94M in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.