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Burke & Herbert Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Burke & Herbert Bank & Trust’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 		$204K Hold
2,649
– – 0.06% 231
2025
Q4 		$231K Buy
+2,649
New +$237K 0.06% 208

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

Burke & Herbert Bank & Trust's OTIS Position: Q1 2026 in Review

Burke & Herbert Bank & Trust held its Otis Worldwide (OTIS) position steady in Q1 2026 at 2,649 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #231.

Burke & Herbert Bank & Trust first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $231K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Burke & Herbert Bank & Trust held 2,649 shares of Otis Worldwide worth $204K as of Q1 2026.
  • Burke & Herbert Bank & Trust left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.06% of Burke & Herbert Bank & Trust's portfolio in Q1 2026, its #231 holding.
  • Burke & Herbert Bank & Trust first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • Burke & Herbert Bank & Trust's Otis Worldwide position peaked at $231K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q1 2026, filed 8 May 2026.