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Callan Family Office’s Otis Worldwide OTIS Stock Holding History

Callan Family Office’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 		$400K Sell
5,195
-128
-2% -$11.2K 0.01% 840
2025
Q4 		$465K Sell
5,323
-42
-0.8% -$3.76K 0.01% 804
2025
Q3 		$491K Sell
5,365
-3,254
-38% -$295K 0.02% 542
2025
Q2 		$853K Buy
8,619
+5,212
+153% +$503K 0.03% 437
2025
Q1 		$352K Sell
3,407
-168
-5% -$16.4K 0.03% 393
2024
Q4 		$331K Buy
+3,575
New +$359K 0.02% 462

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

Callan Family Office's OTIS Position: Q1 2026 in Review

Callan Family Office reduced its Otis Worldwide (OTIS) stake by 2.4% in Q1 2026, selling an estimated $11.2K and leaving 5,195 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #840.

Callan Family Office first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $853K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Callan Family Office held 5,195 shares of Otis Worldwide worth $400K as of Q1 2026.
  • Callan Family Office sold 128 Otis Worldwide shares in Q1 2026, an estimated $11.2K.
  • Otis Worldwide made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #840 holding.
  • Callan Family Office first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Otis Worldwide position peaked at $853K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.