BIG
OTIS icon

Brooklyn Investment Group’s Otis Worldwide OTIS Stock Holding History

Brooklyn Investment Group’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 		$717K Buy
9,298
+5,321
+134% +$466K 0.02% 759
2025
Q4 		$350K Buy
3,977
+1,570
+65% +$140K 0.02% 928
2025
Q3 		$235K Sell
2,407
-49
-2% -$4.45K 0.03% 527
2025
Q2 		$243K Buy
2,456
+274
+13% +$26.5K 0.03% 517
2025
Q1 		$225K Buy
2,182
+1,011
+86% +$98.8K 0.05% 327
2024
Q4 		$108K Buy
1,171
+185
+19% +$18.6K 0.03% 360
2024
Q3 		$102K Buy
+986
New +$93.9K 0.03% 343

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

Brooklyn Investment Group's OTIS Position: Q1 2026 in Review

Brooklyn Investment Group increased its Otis Worldwide (OTIS) stake by 134% in Q1 2026, buying an estimated $466K and bringing the position to 9,298 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #759.

Brooklyn Investment Group first reported a position in OTIS in Q3 2024 and has held it in 7 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Brooklyn Investment Group held 9,298 shares of Otis Worldwide worth $717K as of Q1 2026.
  • Brooklyn Investment Group bought 5,321 Otis Worldwide shares in Q1 2026, an estimated $466K.
  • Otis Worldwide made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #759 holding.
  • Brooklyn Investment Group first reported a position in Otis Worldwide in Q3 2024 and has held it in 7 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.