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Boreal Capital Management’s Otis Worldwide OTIS Stock Holding History

Boreal Capital Management’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 		$30.8K Hold
400
– – 0.03% 218
2025
Q4 		$34.9K Hold
400
– – 0.03% 226
2025
Q3 		$36.6K Sell
400
-50
-11% -$4.54K 0.03% 230
2025
Q2 		$44.6K Buy
+450
New +$43.4K 0.04% 216

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

Boreal Capital Management's OTIS Position: Q1 2026 in Review

Boreal Capital Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 400 shares worth $30.8K. The position accounts for 0.03% of the portfolio, ranked #218.

Boreal Capital Management first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $44.6K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Boreal Capital Management held 400 shares of Otis Worldwide worth $30.8K as of Q1 2026.
  • Boreal Capital Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.03% of Boreal Capital Management's portfolio in Q1 2026, its #218 holding.
  • Boreal Capital Management first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Otis Worldwide position peaked at $44.6K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.