Boston Trust Walden’s Otis Worldwide OTIS Stock Holding History

Boston Trust Walden’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	-3,698	Closed	-$323K	–	397
2025 Q4	$323K	Hold	3,698	–	–	﹤0.01%	354
2025 Q3	$338K	Hold	3,698	–	–	﹤0.01%	358
2025 Q2	$366K	Hold	3,698	–	–	﹤0.01%	336
2025 Q1	$382K	Sell	3,698 -500	-12%	-$48.8K	﹤0.01%	331
2024 Q4	$389K	Hold	4,198	–	–	﹤0.01%	332
2024 Q3	$436K	Hold	4,198	–	–	﹤0.01%	327
2024 Q2	$404K	Hold	4,198	–	–	﹤0.01%	330
2024 Q1	$417K	Hold	4,198	–	–	﹤0.01%	328
2023 Q4	$376K	Sell	4,198 -50	-1%	-$4.16K	﹤0.01%	326
2023 Q3	$341K	Hold	4,248	–	–	﹤0.01%	325
2023 Q2	$378K	Hold	4,248	–	–	﹤0.01%	323
2023 Q1	$359K	Hold	4,248	–	–	﹤0.01%	327
2022 Q4	$333K	Sell	4,248 -331	-7%	-$24.4K	﹤0.01%	332
2022 Q3	$292K	Sell	4,579 -250	-5%	-$18.3K	﹤0.01%	328
2022 Q2	$341K	Sell	4,829 -999	-17%	-$73.6K	﹤0.01%	328
2022 Q1	$448K	Hold	5,828	–	–	﹤0.01%	323
2021 Q4	$507K	Buy	5,828 +398	+7%	+$33.3K	﹤0.01%	327
2021 Q3	$447K	Hold	5,430	–	–	﹤0.01%	330
2021 Q2	$444K	Sell	5,430 -50	-0.9%	-$3.85K	﹤0.01%	334
2021 Q1	$375K	Sell	5,480 -50	-0.9%	-$3.27K	﹤0.01%	331
2020 Q4	$374K	Hold	5,530	–	–	﹤0.01%	337
2020 Q3	$345K	Sell	5,530 -152	-3%	-$9.3K	﹤0.01%	335
2020 Q2	$323K	Buy	+5,682	New	+$294K	﹤0.01%	332

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 Trust Walden's OTIS Position: Q1 2026 in Review

Boston Trust Walden sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 3,698 shares — an estimated $323K sold.

Boston Trust Walden first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $507K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Boston Trust Walden reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Boston Trust Walden sold 3,698 Otis Worldwide shares in Q1 2026, an estimated $323K.
Boston Trust Walden first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
Boston Trust Walden's Otis Worldwide position peaked at $507K in Q4 2021.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Boston Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.