Brown Advisory
OTIS icon

Brown Advisory’s Otis Worldwide OTIS Stock Holding History

Brown Advisory’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 		$8.96M Sell
116,287
-4,897
-4% -$428K 0.01% 433
2025
Q4 		$10.6M Sell
121,184
-9,493
-7% -$849K 0.01% 418
2025
Q3 		$11.9M Buy
130,677
+735
+0.6% +$66.7K 0.02% 396
2025
Q2 		$12.9M Sell
129,942
-7,894
-6% -$762K 0.02% 373
2025
Q1 		$14.2M Sell
137,836
-8,617
-6% -$842K 0.02% 347
2024
Q4 		$13.6M Sell
146,453
-11,278
-7% -$1.13M 0.02% 377
2024
Q3 		$16.4M Sell
157,731
-9,982
-6% -$951K 0.02% 350
2024
Q2 		$16.1M Sell
167,713
-17,054
-9% -$1.64M 0.02% 349
2024
Q1 		$18.3M Sell
184,767
-23,620
-11% -$2.18M 0.02% 334
2023
Q4 		$18.6M Sell
208,387
-56,213
-21% -$4.67M 0.03% 331
2023
Q3 		$21.3M Sell
264,600
-2,123,586
-89% -$182M 0.03% 303
2023
Q2 		$213M Sell
2,388,186
-96,998
-4% -$8.17M 0.33% 68
2023
Q1 		$210M Buy
2,485,184
+119,644
+5% +$9.9M 0.36% 64
2022
Q4 		$185M Buy
2,365,540
+6,364
+0.3% +$470K 0.34% 73
2022
Q3 		$151M Buy
2,359,176
+23,673
+1% +$1.73M 0.29% 79
2022
Q2 		$165M Buy
2,335,503
+1,303,196
+126% +$96M 0.31% 77
2022
Q1 		$79.4M Sell
1,032,307
-17,730
-2% -$1.42M 0.12% 138
2021
Q4 		$91.4M Buy
1,050,037
+10,534
+1% +$882K 0.11% 129
2021
Q3 		$85.5M Sell
1,039,503
-910
-0.1% -$80K 0.13% 135
2021
Q2 		$85.1M Buy
1,040,413
+14,806
+1% +$1.14M 0.13% 136
2021
Q1 		$70.2M Sell
1,025,607
-19,151
-2% -$1.25M 0.12% 146
2020
Q4 		$70.6M Buy
1,044,758
+318,929
+44% +$20.7M 0.13% 133
2020
Q3 		$45.3M Buy
725,829
+312,475
+76% +$19.1M 0.09% 148
2020
Q2 		$23.5M Buy
+413,354
New +$21.4M 0.05% 213

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

Brown Advisory's OTIS Position: Q1 2026 in Review

Brown Advisory reduced its Otis Worldwide (OTIS) stake by 4% in Q1 2026, selling an estimated $428K and leaving 116,287 shares worth $8.96M. The position accounts for 0.01% of the portfolio, ranked #433.

Brown Advisory first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $213M in Q2 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Brown Advisory held 116,287 shares of Otis Worldwide worth $8.96M as of Q1 2026.
  • Brown Advisory sold 4,897 Otis Worldwide shares in Q1 2026, an estimated $428K.
  • Otis Worldwide made up 0.01% of Brown Advisory's portfolio in Q1 2026, its #433 holding.
  • Brown Advisory first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Brown Advisory's Otis Worldwide position peaked at $213M in Q2 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.