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Choate Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Choate Investment Advisors’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 		$351K Sell
4,905
-507
-9% -$37.9K 0.01% 376
2026
Q1 		$417K Buy
5,412
+938
+21% +$82.1K 0.01% 326
2025
Q4 		$391K Sell
4,474
-121
-3% -$10.8K 0.01% 340
2025
Q3 		$420K Buy
4,595
+489
+12% +$44.4K 0.01% 308
2025
Q2 		$407K Sell
4,106
-206
-5% -$19.9K 0.01% 294
2025
Q1 		$445K Sell
4,312
-3,079
-42% -$301K 0.01% 272
2024
Q4 		$684K Buy
7,391
+2,817
+62% +$282K 0.02% 231
2024
Q3 		$475K Sell
4,574
-137
-3% -$13.1K 0.01% 266
2024
Q2 		$453K Sell
4,711
-38
-0.8% -$3.66K 0.01% 261
2024
Q1 		$471K Sell
4,749
-934
-16% -$86.3K 0.01% 275
2023
Q4 		$508K Buy
5,683
+454
+9% +$37.7K 0.02% 242
2023
Q3 		$420K Buy
5,229
+233
+5% +$19.9K 0.02% 259
2023
Q2 		$445K Sell
4,996
-23
-0.5% -$1.94K 0.02% 214
2023
Q1 		$424K Hold
5,019
– – 0.02% 201
2022
Q4 		$393K Buy
5,019
+103
+2% +$7.61K 0.02% 206
2022
Q3 		$314K Sell
4,916
-217
-4% -$15.9K 0.02% 196
2022
Q2 		$363K Sell
5,133
-444
-8% -$32.7K 0.02% 197
2022
Q1 		$429K Buy
5,577
+81
+1% +$6.47K 0.02% 208
2021
Q4 		$479K Sell
5,496
-1,662
-23% -$139K 0.03% 190
2021
Q3 		$589K Sell
7,158
-853
-11% -$75K 0.04% 165
2021
Q2 		$655K Sell
8,011
-558
-7% -$42.9K 0.04% 156
2021
Q1 		$586K Sell
8,569
-686
-7% -$44.8K 0.04% 163
2020
Q4 		$625K Sell
9,255
-731
-7% -$47.4K 0.04% 142
2020
Q3 		$623K Sell
9,986
-437
-4% -$26.7K 0.04% 137
2020
Q2 		$593K Buy
+10,423
New +$540K 0.04% 138

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

Choate Investment Advisors's OTIS Position: Q2 2026 in Review

Choate Investment Advisors reduced its Otis Worldwide (OTIS) stake by 9.4% in Q2 2026, selling an estimated $37.9K and leaving 4,905 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #376.

Choate Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $684K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Choate Investment Advisors held 4,905 shares of Otis Worldwide worth $351K as of Q2 2026.
  • Choate Investment Advisors sold 507 Otis Worldwide shares in Q2 2026, an estimated $37.9K.
  • Otis Worldwide made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #376 holding.
  • Choate Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Choate Investment Advisors's Otis Worldwide position peaked at $684K in Q4 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.