BIM
OTIS icon

Bridges Investment Management’s Otis Worldwide OTIS Stock Holding History

Bridges 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 		$705K Sell
9,140
-1,271
-12% -$111K 0.01% 270
2025
Q4 		$909K Hold
10,411
– – 0.01% 245
2025
Q3 		$952K Hold
10,411
– – 0.01% 247
2025
Q2 		$1.03M Buy
10,411
+3
+0% +$290 0.01% 237
2025
Q1 		$1.07M Sell
10,408
-780
-7% -$76.2K 0.02% 227
2024
Q4 		$1.04M Buy
11,188
+472
+4% +$47.3K 0.01% 199
2024
Q3 		$1.11M Buy
10,716
+26
+0.2% +$2.48K 0.02% 190
2024
Q2 		$1.03M Buy
10,690
+300
+3% +$28.9K 0.02% 184
2024
Q1 		$1.03M Buy
10,390
+1,250
+14% +$116K 0.03% 137
2023
Q4 		$818K Hold
9,140
– – 0.03% 145
2023
Q3 		$734K Hold
9,140
– – 0.03% 144
2023
Q2 		$814K Hold
9,140
– – 0.03% 149
2023
Q1 		$771K Hold
9,140
– – 0.03% 158
2022
Q4 		$716K Hold
9,140
– – 0.03% 164
2022
Q3 		$583K Hold
9,140
– – 0.02% 168
2022
Q2 		$646K Sell
9,140
-24
-0.3% -$1.77K 0.02% 166
2022
Q1 		$705K Hold
9,164
– – 0.02% 164
2021
Q4 		$798K Hold
9,164
– – 0.02% 162
2021
Q3 		$754K Sell
9,164
-50
-0.5% -$4.4K 0.02% 156
2021
Q2 		$753K Sell
9,214
-25
-0.3% -$1.92K 0.02% 156
2021
Q1 		$632K Sell
9,239
-651
-7% -$42.6K 0.02% 163
2020
Q4 		$668K Sell
9,890
-112
-1% -$7.27K 0.02% 157
2020
Q3 		$624K Sell
10,002
-1,726
-15% -$106K 0.02% 155
2020
Q2 		$666K Buy
+11,728
New +$608K 0.02% 153

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

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

Bridges Investment Management reduced its Otis Worldwide (OTIS) stake by 12% in Q1 2026, selling an estimated $111K and leaving 9,140 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #270.

Bridges Investment Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bridges Investment Management held 9,140 shares of Otis Worldwide worth $705K as of Q1 2026.
  • Bridges Investment Management sold 1,271 Otis Worldwide shares in Q1 2026, an estimated $111K.
  • Otis Worldwide made up 0.01% of Bridges Investment Management's portfolio in Q1 2026, its #270 holding.
  • Bridges Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Bridges Investment Management's Otis Worldwide position peaked at $1.11M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.