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BankPlus Trust Department’s Otis Worldwide OTIS Stock Holding History

BankPlus Trust Department’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 		$2.23K Hold
29
– – ﹤0.01% 429
2025
Q4 		$2.53K Hold
29
– – ﹤0.01% 427
2025
Q3 		$2.65K Sell
29
-50
-63% -$4.54K ﹤0.01% 416
2025
Q2 		$7.82K Hold
79
– – ﹤0.01% 365
2025
Q1 		$8.15K Hold
79
– – ﹤0.01% 369
2024
Q4 		$7.32K Buy
+79
New +$7.92K ﹤0.01% 354

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

BankPlus Trust Department's OTIS Position: Q1 2026 in Review

BankPlus Trust Department held its Otis Worldwide (OTIS) position steady in Q1 2026 at 29 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

BankPlus Trust Department first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.15K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • BankPlus Trust Department held 29 shares of Otis Worldwide worth $2.23K as of Q1 2026.
  • BankPlus Trust Department left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #429 holding.
  • BankPlus Trust Department first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Otis Worldwide position peaked at $8.15K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.