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Camelot Portfolios’s Otis Worldwide OTIS Stock Holding History

Camelot Portfolios’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 		– Sell
-300
Closed -$26.2K – 432
2025
Q4 		$26.2K Buy
+300
New +$26.8K 0.02% 358
2024
Q3 		– Sell
-300
Closed -$28.9K – 429
2024
Q2 		$28.9K Buy
+300
New +$28.9K 0.02% 345

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

Camelot Portfolios's OTIS Position: Q1 2026 in Review

Camelot Portfolios sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 300 shares — an estimated $26.2K sold.

Camelot Portfolios first reported a position in OTIS in Q2 2024 and held it in 2 quarters. The position peaked at $28.9K in Q2 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Camelot Portfolios reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 300 Otis Worldwide shares in Q1 2026, an estimated $26.2K.
  • Camelot Portfolios first reported a position in Otis Worldwide in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Otis Worldwide position peaked at $28.9K in Q2 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.