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Central Trust Company’s Otis Worldwide OTIS Stock Holding History

Central Trust Company’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
Q2 		$429K Sell
5,985
-133
-2% -$9.93K 0.01% 488
2026
Q1 		$472K Sell
6,118
-50
-0.8% -$4.38K 0.01% 451
2025
Q4 		$539K Hold
6,168
– – 0.01% 421
2025
Q3 		$564K Sell
6,168
-1
-0% -$91 0.01% 414
2025
Q2 		$611K Buy
6,169
+98
+2% +$9.46K 0.01% 384
2025
Q1 		$627K Sell
6,071
-122
-2% -$11.9K 0.02% 382
2024
Q4 		$574K Buy
6,193
+90
+1% +$9.03K 0.01% 389
2024
Q3 		$634K Sell
6,103
-1,279
-17% -$122K 0.01% 381
2024
Q2 		$711K Sell
7,382
-176
-2% -$17K 0.02% 359
2024
Q1 		$750K Sell
7,558
-255
-3% -$23.6K 0.02% 360
2023
Q4 		$699K Sell
7,813
-231
-3% -$19.2K 0.02% 363
2023
Q3 		$646K Buy
8,044
+65
+0.8% +$5.56K 0.02% 368
2023
Q2 		$710K Sell
7,979
-195
-2% -$16.4K 0.02% 362
2023
Q1 		$690K Buy
8,174
+18
+0.2% +$1.49K 0.02% 357
2022
Q4 		$639K Sell
8,156
-56
-0.7% -$4.13K 0.02% 358
2022
Q3 		$523K Sell
8,212
-85
-1% -$6.22K 0.02% 368
2022
Q2 		$586K Sell
8,297
-83
-1% -$6.11K 0.02% 354
2022
Q1 		$645K Sell
8,380
-356
-4% -$28.5K 0.02% 375
2021
Q4 		$761K Sell
8,736
-137
-2% -$11.5K 0.02% 372
2021
Q3 		$730K Sell
8,873
-613
-6% -$53.9K 0.03% 367
2021
Q2 		$775K Sell
9,486
-1,751
-16% -$135K 0.03% 347
2021
Q1 		$769K Sell
11,237
-787
-7% -$51.4K 0.03% 336
2020
Q4 		$812K Sell
12,024
-485
-4% -$31.5K 0.03% 303
2020
Q3 		$781K Sell
12,509
-7,868
-39% -$481K 0.04% 284
2020
Q2 		$1.16M Buy
+20,377
New +$1.06M 0.06% 216

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Central Trust Company's OTIS Position: Q2 2026 in Review

Central Trust Company reduced its Otis Worldwide (OTIS) stake by 2.2% in Q2 2026, selling an estimated $9.93K and leaving 5,985 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #488.

Central Trust Company first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.16M in Q2 2020. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Central Trust Company held 5,985 shares of Otis Worldwide worth $429K as of Q2 2026.
  • Central Trust Company sold 133 Otis Worldwide shares in Q2 2026, an estimated $9.93K.
  • Otis Worldwide made up 0.01% of Central Trust Company's portfolio in Q2 2026, its #488 holding.
  • Central Trust Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Central Trust Company's Otis Worldwide position peaked at $1.16M in Q2 2020.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.