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Clean Yield Group’s Otis Worldwide OTIS Stock Holding History

Clean Yield Group’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 		$10.3K Hold
134
– – ﹤0.01% 298
2025
Q4 		$11.7K Sell
134
-27
-17% -$2.42K ﹤0.01% 305
2025
Q3 		$14.7K Hold
161
– – ﹤0.01% 302
2025
Q2 		$15.9K Hold
161
– – ﹤0.01% 282
2025
Q1 		$16.6K Buy
161
+27
+20% +$2.64K 0.01% 288
2024
Q4 		$12.4K Hold
134
– – ﹤0.01% 315
2024
Q3 		$13.9K Sell
134
-30
-18% -$2.86K ﹤0.01% 312
2024
Q2 		$15.8K Hold
164
– – 0.01% 294
2024
Q1 		$16.3K Hold
164
– – 0.01% 295
2023
Q4 		$14.7K Sell
164
-17
-9% -$1.41K 0.01% 297
2023
Q3 		$14.7K Hold
181
– – 0.01% 303
2023
Q2 		$16.1K Hold
181
– – 0.01% 305
2023
Q1 		$15.3K Hold
181
– – 0.01% 303
2022
Q4 		$14.2K Sell
181
-131
-42% -$9.67K 0.01% 315
2022
Q3 		$20K Hold
312
– – 0.01% 287
2022
Q2 		$22K Hold
312
– – 0.01% 290
2022
Q1 		$24K Hold
312
– – 0.01% 300
2021
Q4 		$27K Hold
312
– – 0.01% 302
2021
Q3 		$26K Sell
312
-686
-69% -$60.3K 0.01% 310
2021
Q2 		$82K Buy
+998
New +$76.8K 0.03% 219
2021
Q1 		– Sell
-916
Closed -$62K – 308
2020
Q4 		$62K Buy
916
+66
+8% +$4.28K 0.02% 234
2020
Q3 		$53K Sell
850
-333
-28% -$20.4K 0.02% 221
2020
Q2 		$67K Buy
+1,183
New +$61.3K 0.03% 191

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

Clean Yield Group's OTIS Position: Q1 2026 in Review

Clean Yield Group held its Otis Worldwide (OTIS) position steady in Q1 2026 at 134 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Clean Yield Group first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $82K in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Clean Yield Group held 134 shares of Otis Worldwide worth $10.3K as of Q1 2026.
  • Clean Yield Group left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Clean Yield Group's portfolio in Q1 2026, its #298 holding.
  • Clean Yield Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Clean Yield Group's Otis Worldwide position peaked at $82K in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.