Chilton Capital Management’s Otis Worldwide OTIS Stock Holding History

Chilton 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	$9.17K	Sell	119 -60	-34%	-$5.25K	﹤0.01%	477
2025 Q4	$15.6K	Sell	179 -59	-25%	-$5.28K	﹤0.01%	431
2025 Q3	$21.8K	Sell	238 -75	-24%	-$6.81K	﹤0.01%	428
2025 Q2	$31K	Buy	+313	New	+$30.2K	﹤0.01%	378
2024 Q4	–	Sell	-24	Closed	-$2.5K	–	646
2024 Q3	$2.5K	Sell	24 -100	-81%	-$9.53K	﹤0.01%	595
2024 Q2	$11.9K	Buy	124 +109	+727%	+$10.5K	﹤0.01%	482
2024 Q1	$1.49K	Hold	15	–	–	﹤0.01%	547
2023 Q4	$1.34K	Hold	15	–	–	﹤0.01%	554
2023 Q3	$1.21K	Hold	15	–	–	﹤0.01%	490
2023 Q2	$1.34K	Hold	15	–	–	﹤0.01%	515
2023 Q1	$1.27K	Buy	+15	New	+$1.24K	﹤0.01%	523
2022 Q3	–	Sell	-1,260	Closed	-$89K	–	502
2022 Q2	$89K	Buy	+1,260	New	+$92.8K	0.01%	275
2022 Q1	–	Sell	-1,163	Closed	-$101K	–	501
2021 Q4	$101K	Buy	+1,163	New	+$97.3K	0.01%	280

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Chilton Capital Management's OTIS Position: Q1 2026 in Review

Chilton Capital Management reduced its Otis Worldwide (OTIS) stake by 34% in Q1 2026, selling an estimated $5.25K and leaving 119 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Chilton Capital Management first reported a position in OTIS in Q4 2021 and has held it in 13 quarters since. The position peaked at $101K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Chilton Capital Management held 119 shares of Otis Worldwide worth $9.17K as of Q1 2026.
Chilton Capital Management sold 60 Otis Worldwide shares in Q1 2026, an estimated $5.25K.
Otis Worldwide made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #477 holding.
Chilton Capital Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 13 quarters since.
Chilton Capital Management's Otis Worldwide position peaked at $101K in Q4 2021.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.