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Brown, Lisle/Cummings’s Otis Worldwide OTIS Stock Holding History

Brown, Lisle/Cummings’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 		$63.2K Hold
820
– – 0.02% 322
2025
Q4 		$71.6K Buy
820
+44
+6% +$3.94K 0.02% 310
2025
Q3 		$71K Hold
776
– – 0.02% 309
2025
Q2 		$76.8K Hold
776
– – 0.02% 297
2025
Q1 		$80.1K Hold
776
– – 0.02% 290
2024
Q4 		$71.9K Buy
+776
New +$77.8K 0.02% 297

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, Lisle/Cummings's OTIS Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Otis Worldwide (OTIS) position steady in Q1 2026 at 820 shares worth $63.2K. The position accounts for 0.02% of the portfolio, ranked #322.

Brown, Lisle/Cummings first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $80.1K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Brown, Lisle/Cummings held 820 shares of Otis Worldwide worth $63.2K as of Q1 2026.
  • Brown, Lisle/Cummings left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.02% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #322 holding.
  • Brown, Lisle/Cummings first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Brown, Lisle/Cummings's Otis Worldwide position peaked at $80.1K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.