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Carnegie Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Carnegie Investment Counsel’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 		$18M Sell
233,574
-6,448
-3% -$564K 0.35% 82
2025
Q4 		$21M Buy
240,022
+5,654
+2% +$506K 0.39% 73
2025
Q3 		$21.4M Buy
234,368
+38,931
+20% +$3.53M 0.4% 68
2025
Q2 		$19.4M Buy
195,437
+1,964
+1% +$190K 0.39% 76
2025
Q1 		$17.8M Buy
193,473
+799
+0.4% +$78.1K 0.42% 70
2024
Q4 		$17.8M Buy
192,674
+2,353
+1% +$236K 0.51% 57
2024
Q3 		$19.8M Buy
190,321
+12,430
+7% +$1.18M 0.58% 47
2024
Q2 		$17.1M Buy
177,891
+3,287
+2% +$317K 0.53% 51
2024
Q1 		$17.3M Buy
174,604
+2,724
+2% +$252K 0.54% 53
2023
Q4 		$15.4M Buy
171,880
+346
+0.2% +$28.8K 0.53% 56
2023
Q3 		$13.8M Buy
171,534
+2,066
+1% +$177K 0.53% 54
2023
Q2 		$15.1M Sell
169,468
-2,249
-1% -$189K 0.56% 51
2023
Q1 		$14.5M Buy
171,717
+2,629
+2% +$218K 0.58% 50
2022
Q4 		$13.2M Sell
169,088
-1,646
-1% -$122K 0.57% 51
2022
Q3 		$10.9M Sell
170,734
-28,489
-14% -$2.08M 0.52% 60
2022
Q2 		$14.1M Sell
199,223
-8,349
-4% -$615K 0.64% 45
2022
Q1 		$16M Sell
207,572
-4,936
-2% -$394K 0.58% 52
2021
Q4 		$18.5M Buy
212,508
+25,578
+14% +$2.14M 0.61% 48
2021
Q3 		$15.4M Buy
186,930
+10,104
+6% +$888K 0.58% 57
2021
Q2 		$14.5M Buy
176,826
+19,124
+12% +$1.47M 0.55% 60
2021
Q1 		$10.8M Buy
157,702
+16,158
+11% +$1.06M 0.45% 72
2020
Q4 		$9.56M Buy
141,544
+21,958
+18% +$1.42M 0.43% 75
2020
Q3 		$7.46M Buy
119,586
+29,010
+32% +$1.77M 0.38% 85
2020
Q2 		$5.15M Buy
+90,576
New +$4.69M 0.3% 94

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

Carnegie Investment Counsel's OTIS Position: Q1 2026 in Review

Carnegie Investment Counsel reduced its Otis Worldwide (OTIS) stake by 2.7% in Q1 2026, selling an estimated $564K and leaving 233,574 shares worth $18M. The position accounts for 0.35% of the portfolio, ranked #82.

Carnegie Investment Counsel first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $21.4M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Carnegie Investment Counsel held 233,574 shares of Otis Worldwide worth $18M as of Q1 2026.
  • Carnegie Investment Counsel sold 6,448 Otis Worldwide shares in Q1 2026, an estimated $564K.
  • Otis Worldwide made up 0.35% of Carnegie Investment Counsel's portfolio in Q1 2026, its #82 holding.
  • Carnegie Investment Counsel first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Carnegie Investment Counsel's Otis Worldwide position peaked at $21.4M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Carnegie Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.