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Charter Oak Capital Management’s Otis Worldwide OTIS Stock Holding History

Charter Oak Capital Management’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 		$205K Sell
2,654
-30
-1% -$2.63K 0.02% 202
2025
Q4 		$234K Sell
2,684
-50
-2% -$4.47K 0.02% 191
2025
Q3 		$250K Buy
2,734
+58
+2% +$5.26K 0.02% 183
2025
Q2 		$265K Buy
2,676
+157
+6% +$15.2K 0.02% 173
2025
Q1 		$260K Sell
2,519
-5
-0.2% -$488 0.02% 168
2024
Q4 		$234K Sell
2,524
-2
-0.1% -$201 0.02% 173
2024
Q3 		$263K Buy
2,526
+215
+9% +$20.5K 0.02% 163
2024
Q2 		$222K Sell
2,311
-91
-4% -$8.77K 0.02% 163
2024
Q1 		$238K Sell
2,402
-21
-0.9% -$1.94K 0.03% 161
2023
Q4 		$217K Sell
2,423
-87
-3% -$7.23K 0.03% 163
2023
Q3 		$202K Hold
2,510
– – 0.03% 168
2023
Q2 		$223K Sell
2,510
-14
-0.6% -$1.18K 0.03% 164
2023
Q1 		$213K Buy
+2,524
New +$209K 0.03% 165
2022
Q3 		– Sell
-2,548
Closed -$180K – 648
2022
Q2 		$180K Sell
2,548
-35
-1% -$2.58K 0.02% 183
2022
Q1 		$199K Buy
2,583
+1
+0% +$80 0.02% 185
2021
Q4 		$225K Buy
2,582
+60
+2% +$5.02K 0.03% 173
2021
Q3 		$207K Buy
2,522
+51
+2% +$4.49K 0.03% 168
2021
Q2 		$202K Sell
2,471
-10
-0.4% -$770 0.03% 169
2021
Q1 		$170K Sell
2,481
-80
-3% -$5.23K 0.02% 185
2020
Q4 		$173K Buy
+2,561
New +$166K 0.03% 171

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

Charter Oak Capital Management's OTIS Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Otis Worldwide (OTIS) stake by 1.1% in Q1 2026, selling an estimated $2.63K and leaving 2,654 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #202.

Charter Oak Capital Management first reported a position in OTIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $265K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Charter Oak Capital Management held 2,654 shares of Otis Worldwide worth $205K as of Q1 2026.
  • Charter Oak Capital Management sold 30 Otis Worldwide shares in Q1 2026, an estimated $2.63K.
  • Otis Worldwide made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #202 holding.
  • Charter Oak Capital Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 20 quarters since.
  • Charter Oak Capital Management's Otis Worldwide position peaked at $265K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.