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Barrett & Company’s Otis Worldwide OTIS Stock Holding History

Barrett & Company’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 		$15.4K Hold
200
– – 0.01% 432
2025
Q4 		$17.5K Hold
200
– – 0.01% 421
2025
Q3 		$18.3K Hold
200
– – 0.01% 416
2025
Q2 		$19.8K Hold
200
– – 0.01% 418
2025
Q1 		$20.6K Hold
200
– – 0.01% 371
2024
Q4 		$18.5K Hold
200
– – 0.01% 381
2024
Q3 		$20.8K Hold
200
– – 0.01% 356
2024
Q2 		$19.3K Hold
200
– – 0.01% 373
2024
Q1 		$19.9K Hold
200
– – 0.01% 371
2023
Q4 		$17.9K Hold
200
– – 0.01% 360
2023
Q3 		$16.1K Hold
200
– – 0.01% 368
2023
Q2 		$17.8K Hold
200
– – 0.01% 360
2023
Q1 		$16.9K Hold
200
– – 0.01% 343
2022
Q4 		$15.7K Hold
200
– – 0.01% 340
2022
Q3 		$15.7K Buy
+200
New +$14.6K 0.01% 340

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

Barrett & Company's OTIS Position: Q1 2026 in Review

Barrett & Company held its Otis Worldwide (OTIS) position steady in Q1 2026 at 200 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #432.

Barrett & Company first reported a position in OTIS in Q3 2022 and has held it in 15 quarters since. The position peaked at $20.8K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Barrett & Company held 200 shares of Otis Worldwide worth $15.4K as of Q1 2026.
  • Barrett & Company left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #432 holding.
  • Barrett & Company first reported a position in Otis Worldwide in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's Otis Worldwide position peaked at $20.8K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.