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Brighton Jones LLC’s Otis Worldwide OTIS Stock Holding History

Brighton Jones LLC’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 		$489K Buy
+6,338
New +$555K 0.01% 706
2025
Q4 		– Sell
-13,813
Closed -$1.26M – 683
2025
Q3 		$1.26M Buy
13,813
+8,520
+161% +$773K 0.03% 331
2025
Q2 		$524K Buy
5,293
+2,133
+68% +$206K 0.01% 516
2025
Q1 		$326K Buy
3,160
+720
+30% +$70.3K 0.01% 510
2024
Q4 		$226K Sell
2,440
-72
-3% -$7.22K 0.01% 614
2024
Q3 		$261K Sell
2,512
-68
-3% -$6.48K 0.01% 459
2024
Q2 		$248K Buy
2,580
+124
+5% +$11.9K 0.01% 516
2024
Q1 		$244K Sell
2,456
-164
-6% -$15.2K 0.01% 517
2023
Q4 		$234K Sell
2,620
-42
-2% -$3.49K 0.01% 500
2023
Q3 		$214K Buy
2,662
+200
+8% +$17.1K 0.01% 485
2023
Q2 		$219K Buy
2,462
+24
+1% +$2.02K 0.01% 486
2023
Q1 		$206K Sell
2,438
-212
-8% -$17.5K 0.01% 473
2022
Q4 		$208K Sell
2,650
-993
-27% -$73.3K 0.01% 428
2022
Q3 		$232K Sell
3,643
-374
-9% -$27.4K 0.01% 384
2022
Q2 		$284K Buy
4,017
+141
+4% +$10.4K 0.02% 342
2022
Q1 		$298K Buy
3,876
+183
+5% +$14.6K 0.01% 365
2021
Q4 		$322K Buy
3,693
+528
+17% +$44.2K 0.02% 353
2021
Q3 		$260K Buy
3,165
+252
+9% +$22.2K 0.01% 391
2021
Q2 		$238K Sell
2,913
-626
-18% -$48.2K 0.01% 408
2021
Q1 		$242K Buy
+3,539
New +$231K 0.01% 360

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Brighton Jones LLC's OTIS Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Otis Worldwide (OTIS) in Q1 2026: 6,338 shares worth $489K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in OTIS as recently as Q3 2025.

Brighton Jones LLC first reported a position in OTIS in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q3 2025. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Brighton Jones LLC held 6,338 shares of Otis Worldwide worth $489K as of Q1 2026.
  • Otis Worldwide was a new Brighton Jones LLC position in Q1 2026.
  • Otis Worldwide made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #706 holding.
  • Brighton Jones LLC first reported a position in Otis Worldwide in Q1 2021 and has held it in 20 quarters since.
  • Brighton Jones LLC's Otis Worldwide position peaked at $1.26M in Q3 2025.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.