Canandaigua National Trust of Florida’s Otis Worldwide OTIS Stock Holding History

Canandaigua National Trust of Florida’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	$520K	Buy	+6,744	New	+$590K	0.42%	64

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Canandaigua National Trust of Florida's OTIS Position: Q1 2026 in Review

Canandaigua National Trust of Florida opened a new position in Otis Worldwide (OTIS) in Q1 2026: 6,744 shares worth $520K. The stake represents 0.42% of the portfolio and ranks #64 among its holdings.

1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Canandaigua National Trust of Florida held 6,744 shares of Otis Worldwide worth $520K as of Q1 2026.
Otis Worldwide was a new Canandaigua National Trust of Florida position in Q1 2026.
Otis Worldwide made up 0.42% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #64 holding.
1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.