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Bennett Selby Investments’s Otis Worldwide OTIS Stock Holding History

Bennett Selby Investments’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 		– Sell
-2,605
Closed -$228K – 86
2025
Q4 		$228K Sell
2,605
-1
-0% -$89 0.07% 78
2025
Q3 		$238K Buy
2,606
+305
+13% +$27.7K 0.08% 76
2025
Q2 		$228K Buy
2,301
+130
+6% +$12.6K 0.08% 73
2025
Q1 		$224K Buy
+2,171
New +$212K 0.09% 71
2024
Q4 		– Sell
-2,126
Closed -$221K – 77
2024
Q3 		$221K Hold
2,126
– – 0.09% 69
2024
Q2 		$205K Buy
2,126
+2
+0.1% +$193 0.09% 69
2024
Q1 		$211K Buy
+2,124
New +$196K 0.1% 65

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

Bennett Selby Investments's OTIS Position: Q1 2026 in Review

Bennett Selby Investments sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,605 shares — an estimated $228K sold.

Bennett Selby Investments first reported a position in OTIS in Q1 2024 and held it in 7 quarters. The position peaked at $238K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bennett Selby Investments reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Bennett Selby Investments sold 2,605 Otis Worldwide shares in Q1 2026, an estimated $228K.
  • Bennett Selby Investments first reported a position in Otis Worldwide in Q1 2024 and held it in 7 quarters.
  • Bennett Selby Investments's Otis Worldwide position peaked at $238K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bennett Selby Investments's 13F filing for Q1 2026, filed 21 Apr 2026.