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Brinker Capital Investments’s Otis Worldwide OTIS Stock Holding History

Brinker Capital Investments’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 		$2.01M Sell
26,031
-10,169
-28% -$890K 0.02% 758
2025
Q4 		$3.16M Sell
36,200
-5,122
-12% -$458K 0.02% 627
2025
Q3 		$3.78M Sell
41,322
-3,958
-9% -$359K 0.03% 530
2025
Q2 		$4.48M Buy
45,280
+1,232
+3% +$119K 0.04% 437
2025
Q1 		$4.55M Sell
44,048
-2,135
-5% -$209K 0.04% 373
2024
Q4 		$4.28M Sell
46,183
-1,657
-3% -$166K 0.04% 375
2024
Q3 		$4.97M Sell
47,840
-2,980
-6% -$284K 0.05% 331
2024
Q2 		$4.89M Sell
50,820
-2,509
-5% -$242K 0.05% 313
2024
Q1 		$5.29M Sell
53,329
-2,425
-4% -$224K 0.06% 309
2023
Q4 		$4.88M Sell
55,754
-4,056
-7% -$337K 0.06% 308
2023
Q3 		$4.8M Sell
59,810
-7,555
-11% -$646K 0.06% 308
2023
Q2 		$6M Sell
67,365
-5,016
-7% -$423K 0.06% 286
2023
Q1 		$6.11M Buy
72,381
+2,373
+3% +$196K 0.08% 236
2022
Q4 		$5.48M Sell
70,008
-2,195
-3% -$162K 0.11% 191
2022
Q3 		$4.61M Sell
72,203
-4,419
-6% -$323K 0.1% 215
2022
Q2 		$5.42M Sell
76,622
-3,897
-5% -$287K 0.1% 197
2022
Q1 		$6.2M Sell
80,519
-1,097
-1% -$87.7K 0.1% 208
2021
Q4 		$7.11M Sell
81,616
-2,472
-3% -$207K 0.1% 192
2021
Q3 		$6.88M Hold
84,088
– – 0.11% 192
2021
Q2 		$6.88M Sell
84,088
-3,552
-4% -$273K 0.09% 233
2021
Q1 		$6M Buy
87,640
+49,011
+127% +$3.2M 0.09% 231
2020
Q4 		$2.61M Buy
38,629
+19,780
+105% +$1.28M 0.04% 489
2020
Q3 		$1.18M Buy
+18,849
New +$1.15M 0.02% 636

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

Brinker Capital Investments's OTIS Position: Q1 2026 in Review

Brinker Capital Investments reduced its Otis Worldwide (OTIS) stake by 28% in Q1 2026, selling an estimated $890K and leaving 26,031 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #758.

Brinker Capital Investments first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.11M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Brinker Capital Investments held 26,031 shares of Otis Worldwide worth $2.01M as of Q1 2026.
  • Brinker Capital Investments sold 10,169 Otis Worldwide shares in Q1 2026, an estimated $890K.
  • Otis Worldwide made up 0.02% of Brinker Capital Investments's portfolio in Q1 2026, its #758 holding.
  • Brinker Capital Investments first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Brinker Capital Investments's Otis Worldwide position peaked at $7.11M in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.