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Caldwell Sutter Capital’s Otis Worldwide OTIS Stock Holding History

Caldwell Sutter Capital’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 		$87.9K Sell
1,141
-125
-10% -$10.9K 0.04% 313
2025
Q4 		$111K Hold
1,266
– – 0.05% 274
2025
Q3 		$116K Hold
1,266
– – 0.05% 268
2025
Q2 		$125K Hold
1,266
– – 0.06% 258
2025
Q1 		$131K Sell
1,266
-100
-7% -$9.77K 0.06% 246
2024
Q4 		$127K Hold
1,366
– – 0.06% 251
2024
Q3 		$142K Hold
1,366
– – 0.07% 244
2024
Q2 		$131K Hold
1,366
– – 0.07% 242
2024
Q1 		$136K Hold
1,366
– – 0.07% 242
2023
Q4 		$122K Sell
1,366
-4
-0.3% -$333 0.06% 241
2023
Q3 		$110K Hold
1,370
– – 0.06% 242
2023
Q2 		$122K Buy
+1,370
New +$115K 0.06% 232

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

Caldwell Sutter Capital's OTIS Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Otis Worldwide (OTIS) stake by 9.9% in Q1 2026, selling an estimated $10.9K and leaving 1,141 shares worth $87.9K. The position accounts for 0.04% of the portfolio, ranked #313.

Caldwell Sutter Capital first reported a position in OTIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $142K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Caldwell Sutter Capital held 1,141 shares of Otis Worldwide worth $87.9K as of Q1 2026.
  • Caldwell Sutter Capital sold 125 Otis Worldwide shares in Q1 2026, an estimated $10.9K.
  • Otis Worldwide made up 0.04% of Caldwell Sutter Capital's portfolio in Q1 2026, its #313 holding.
  • Caldwell Sutter Capital first reported a position in Otis Worldwide in Q2 2023 and has held it in 12 quarters since.
  • Caldwell Sutter Capital's Otis Worldwide position peaked at $142K in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.