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Clifford Swan Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Clifford Swan Investment Counsel’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 		$7.01M Buy
90,992
+49,054
+117% +$4.29M 0.24% 103
2025
Q4 		$3.66M Sell
41,938
-1,314
-3% -$118K 0.12% 125
2025
Q3 		$3.95M Sell
43,252
-603
-1% -$54.7K 0.13% 120
2025
Q2 		$4.34M Sell
43,855
-261
-0.6% -$25.2K 0.15% 112
2025
Q1 		$4.55M Buy
44,116
+176
+0.4% +$17.2K 0.17% 112
2024
Q4 		$4.07M Sell
43,940
-646
-1% -$64.8K 0.15% 118
2024
Q3 		$4.63M Sell
44,586
-953
-2% -$90.8K 0.16% 112
2024
Q2 		$4.38M Sell
45,539
-1,388
-3% -$134K 0.16% 113
2024
Q1 		$4.66M Sell
46,927
-193
-0.4% -$17.8K 0.17% 112
2023
Q4 		$4.22M Sell
47,120
-805
-2% -$66.9K 0.16% 117
2023
Q3 		$3.85M Sell
47,925
-663
-1% -$56.7K 0.16% 113
2023
Q2 		$4.32M Sell
48,588
-381
-0.8% -$32.1K 0.17% 114
2023
Q1 		$4.13M Sell
48,969
-1,155
-2% -$95.6K 0.17% 115
2022
Q4 		$3.93M Sell
50,124
-153
-0.3% -$11.3K 0.17% 115
2022
Q3 		$3.21M Buy
50,277
+939
+2% +$68.7K 0.15% 115
2022
Q2 		$3.49M Sell
49,338
-1,401
-3% -$103K 0.15% 117
2022
Q1 		$3.9M Sell
50,739
-2,507
-5% -$200K 0.14% 117
2021
Q4 		$4.64M Sell
53,246
-296
-0.6% -$24.8K 0.16% 116
2021
Q3 		$4.33M Sell
53,542
-7,562
-12% -$665K 0.16% 119
2021
Q2 		$5.55M Sell
61,104
-6,007
-9% -$462K 0.21% 108
2021
Q1 		$4.59M Buy
67,111
+1,749
+3% +$114K 0.19% 108
2020
Q4 		$4.42M Sell
65,362
-1,329
-2% -$86.2K 0.19% 111
2020
Q3 		$4.16M Sell
66,691
-733
-1% -$44.8K 0.2% 107
2020
Q2 		$3.83M Buy
+67,424
New +$3.49M 0.2% 106

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 $315B AUM 27.84% 1-Year Est. Return

Clifford Swan Investment Counsel's OTIS Position: Q1 2026 in Review

Clifford Swan Investment Counsel increased its Otis Worldwide (OTIS) stake by 117% in Q1 2026, buying an estimated $4.29M and bringing the position to 90,992 shares worth $7.01M. The position accounts for 0.24% of the portfolio, ranked #103.

Clifford Swan Investment Counsel first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Clifford Swan Investment Counsel held 90,992 shares of Otis Worldwide worth $7.01M as of Q1 2026.
  • Clifford Swan Investment Counsel bought 49,054 Otis Worldwide shares in Q1 2026, an estimated $4.29M.
  • Otis Worldwide made up 0.24% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #103 holding.
  • Clifford Swan Investment Counsel first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.