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Bruce G. Allen Investments’s Otis Worldwide OTIS Stock Holding History

Bruce G. Allen 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 		$3.62K Sell
47
-2
-4% -$175 ﹤0.01% 618
2025
Q4 		$4.28K Sell
49
-11
-18% -$984 ﹤0.01% 583
2025
Q3 		$5.49K Sell
60
-21
-26% -$1.91K ﹤0.01% 550
2025
Q2 		$8.02K Hold
81
– – 0.01% 507
2025
Q1 		$8.36K Sell
81
-33
-29% -$3.22K 0.01% 487
2024
Q4 		$10.6K Hold
114
– – 0.01% 465
2024
Q3 		$11.8K Buy
114
+21
+23% +$2K 0.01% 459
2024
Q2 		$8.95K Hold
93
– – 0.01% 477
2024
Q1 		$9.23K Buy
93
+2
+2% +$185 0.01% 489
2023
Q4 		$8.14K Buy
+91
New +$7.57K 0.01% 521

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

Bruce G. Allen Investments's OTIS Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Otis Worldwide (OTIS) stake by 4.1% in Q1 2026, selling an estimated $175 and leaving 47 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Bruce G. Allen Investments first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.8K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bruce G. Allen Investments held 47 shares of Otis Worldwide worth $3.62K as of Q1 2026.
  • Bruce G. Allen Investments sold 2 Otis Worldwide shares in Q1 2026, an estimated $175.
  • Otis Worldwide made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #618 holding.
  • Bruce G. Allen Investments first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Otis Worldwide position peaked at $11.8K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.