Boston Family Office’s Otis Worldwide OTIS Stock Holding History

Boston Family Office’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	$229K	Buy	2,967 +25	+0.8%	+$2.19K	0.02%	296
2025 Q4	$257K	Sell	2,942 -520	-15%	-$46.5K	0.02%	283
2025 Q3	$317K	Hold	3,462	–	–	0.02%	245
2025 Q2	$343K	Hold	3,462	–	–	0.02%	232
2025 Q1	$357K	Buy	+3,462	New	+$338K	0.03%	226
2022 Q2	–	Sell	-3,568	Closed	-$275K	–	282
2022 Q1	$275K	Hold	3,568	–	–	0.02%	253
2021 Q4	$311K	Sell	3,568 -560	-14%	-$46.9K	0.02%	245
2021 Q3	$340K	Hold	4,128	–	–	0.02%	233
2021 Q2	$338K	Sell	4,128 -150	-4%	-$11.5K	0.02%	235
2021 Q1	$292K	Sell	4,278 -50	-1%	-$3.27K	0.02%	241
2020 Q4	$292K	Sell	4,328 -312	-7%	-$20.2K	0.02%	235
2020 Q3	$290K	Sell	4,640 -711	-13%	-$43.5K	0.03%	217
2020 Q2	$304K	Buy	+5,351	New	+$277K	0.03%	213

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Family Office's OTIS Position: Q1 2026 in Review

Boston Family Office increased its Otis Worldwide (OTIS) stake by 0.85% in Q1 2026, buying an estimated $2.19K and bringing the position to 2,967 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #296.

Boston Family Office first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $357K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Boston Family Office held 2,967 shares of Otis Worldwide worth $229K as of Q1 2026.
Boston Family Office bought 25 Otis Worldwide shares in Q1 2026, an estimated $2.19K.
Otis Worldwide made up 0.02% of Boston Family Office's portfolio in Q1 2026, its #296 holding.
Boston Family Office first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
Boston Family Office's Otis Worldwide position peaked at $357K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.