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Bollard Group’s Otis Worldwide OTIS Stock Holding History

Bollard 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 		$1.04M Buy
13,542
+1,255
+10% +$110K 0.03% 111
2025
Q4 		$1.07M Buy
12,287
+33
+0.3% +$2.95K 0.03% 109
2025
Q3 		$1.12M Buy
12,254
+611
+5% +$55.5K 0.03% 106
2025
Q2 		$1.15M Buy
11,643
+356
+3% +$34.4K 0.03% 116
2025
Q1 		$1.17M Buy
11,287
+24
+0.2% +$2.35K 0.03% 105
2024
Q4 		$1.04M Buy
11,263
+25
+0.2% +$2.51K 0.03% 106
2024
Q3 		$1.17M Buy
11,238
+27
+0.2% +$2.57K 0.03% 115
2024
Q2 		$1.08M Buy
11,211
+24
+0.2% +$2.31K 0.03% 106
2024
Q1 		$1.11M Buy
11,187
+23
+0.2% +$2.13K 0.03% 106
2023
Q4 		$999K Buy
11,164
+24
+0.2% +$2K 0.03% 107
2023
Q3 		$895K Buy
11,140
+7
+0.1% +$599 0.03% 109
2023
Q2 		$991K Buy
11,133
+51
+0.5% +$4.3K 0.03% 108
2023
Q1 		$935K Buy
11,082
+5
+0% +$414 0.03% 106
2022
Q4 		$867K Buy
11,077
+5
+0% +$369 0.03% 109
2022
Q3 		$706K Sell
11,072
-81
-0.7% -$5.93K 0.03% 116
2022
Q2 		$788K Buy
11,153
+6
+0.1% +$442 0.03% 119
2022
Q1 		$858K Sell
11,147
-212
-2% -$16.9K 0.03% 145
2021
Q4 		$989K Buy
11,359
+5
+0% +$419 0.03% 139
2021
Q3 		$934K Buy
11,354
+4
+0% +$352 0.03% 135
2021
Q2 		$928K Buy
11,350
+6
+0.1% +$462 0.03% 135
2021
Q1 		$776K Hold
11,344
– – 0.03% 138
2020
Q4 		$766K Sell
11,344
-85
-0.7% -$5.51K 0.03% 132
2020
Q3 		$713K Sell
11,429
-145
-1% -$8.87K 0.03% 134
2020
Q2 		$658K Buy
+11,574
New +$600K 0.03% 123

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

Bollard Group's OTIS Position: Q1 2026 in Review

Bollard Group increased its Otis Worldwide (OTIS) stake by 10% in Q1 2026, buying an estimated $110K and bringing the position to 13,542 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #111.

Bollard Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.17M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bollard Group held 13,542 shares of Otis Worldwide worth $1.04M as of Q1 2026.
  • Bollard Group bought 1,255 Otis Worldwide shares in Q1 2026, an estimated $110K.
  • Otis Worldwide made up 0.03% of Bollard Group's portfolio in Q1 2026, its #111 holding.
  • Bollard Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Bollard Group's Otis Worldwide position peaked at $1.17M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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