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Caldwell Trust’s Otis Worldwide OTIS Stock Holding History

Caldwell 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 		$214K Sell
2,774
-59
-2% -$5.16K 0.02% 328
2025
Q4 		$247K Sell
2,833
-1,200
-30% -$107K 0.02% 298
2025
Q3 		$369K Buy
4,033
+100
+3% +$9.08K 0.03% 254
2025
Q2 		$389K Buy
3,933
+989
+34% +$95.5K 0.04% 241
2025
Q1 		$304K Sell
2,944
-1,255
-30% -$123K 0.03% 264
2024
Q4 		$389K Sell
4,199
-138
-3% -$13.8K 0.04% 235
2024
Q3 		$451K Sell
4,337
-75
-2% -$7.15K 0.05% 231
2024
Q2 		$425K Sell
4,412
-315
-7% -$30.4K 0.05% 231
2024
Q1 		$469K Sell
4,727
-153
-3% -$14.1K 0.05% 228
2023
Q4 		$437K Hold
4,880
– – 0.06% 221
2023
Q3 		$392K Sell
4,880
-162
-3% -$13.9K 0.05% 220
2023
Q2 		$449K Sell
5,042
-65
-1% -$5.48K 0.06% 211
2023
Q1 		$431K Sell
5,107
-1,290
-20% -$107K 0.06% 207
2022
Q4 		$501K Sell
6,397
-64
-1% -$4.72K 0.07% 194
2022
Q3 		$412K Sell
6,461
-17
-0.3% -$1.24K 0.06% 203
2022
Q2 		$458K Sell
6,478
-612
-9% -$45.1K 0.06% 199
2022
Q1 		$546K Sell
7,090
-358
-5% -$28.6K 0.07% 194
2021
Q4 		$648K Sell
7,448
-20
-0.3% -$1.67K 0.07% 182
2021
Q3 		$614K Sell
7,468
-705
-9% -$62K 0.08% 179
2021
Q2 		$668K Buy
8,173
+718
+10% +$55.3K 0.09% 168
2021
Q1 		$510K Sell
7,455
-381
-5% -$24.9K 0.07% 182
2020
Q4 		$529K Sell
7,836
-689
-8% -$44.7K 0.08% 169
2020
Q3 		$532K Sell
8,525
-4,472
-34% -$274K 0.09% 157
2020
Q2 		$739K Buy
+12,997
New +$673K 0.12% 129

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 Trust's OTIS Position: Q1 2026 in Review

Caldwell Trust reduced its Otis Worldwide (OTIS) stake by 2.1% in Q1 2026, selling an estimated $5.16K and leaving 2,774 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #328.

Caldwell Trust first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $739K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Caldwell Trust held 2,774 shares of Otis Worldwide worth $214K as of Q1 2026.
  • Caldwell Trust sold 59 Otis Worldwide shares in Q1 2026, an estimated $5.16K.
  • Otis Worldwide made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #328 holding.
  • Caldwell Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Caldwell Trust's Otis Worldwide position peaked at $739K in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.