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Breakwater Investment Management’s Otis Worldwide OTIS Stock Holding History

Breakwater Investment 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 		$463 Buy
+6
New +$525 ﹤0.01% 467
2025
Q4 		– Sell
-72
Closed -$6.58K – 584
2025
Q3 		$6.58K Hold
72
– – ﹤0.01% 246
2025
Q2 		$7.13K Hold
72
– – ﹤0.01% 243
2025
Q1 		$7.43K Hold
72
– – ﹤0.01% 235
2024
Q4 		$6.67K Hold
72
– – ﹤0.01% 238
2024
Q3 		$7.48K Hold
72
– – ﹤0.01% 234
2024
Q2 		$6.93K Hold
72
– – ﹤0.01% 244
2024
Q1 		$7.15K Buy
+72
New +$6.66K ﹤0.01% 234

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

Breakwater Investment Management's OTIS Position: Q1 2026 in Review

Breakwater Investment Management opened a new position in Otis Worldwide (OTIS) in Q1 2026: 6 shares worth $463. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Breakwater Investment Management previously reported a position in OTIS as recently as Q3 2025.

Breakwater Investment Management first reported a position in OTIS in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.48K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Breakwater Investment Management held 6 shares of Otis Worldwide worth $463 as of Q1 2026.
  • Otis Worldwide was a new Breakwater Investment Management position in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #467 holding.
  • Breakwater Investment Management first reported a position in Otis Worldwide in Q1 2024 and has held it in 8 quarters since.
  • Breakwater Investment Management's Otis Worldwide position peaked at $7.48K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.