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Coastline Trust’s Otis Worldwide OTIS Stock Holding History

Coastline Trust’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 		$10.9K Buy
142
+52
+58% +$4.55K ﹤0.01% 356
2025
Q4 		$7.86K Hold
90
– – ﹤0.01% 364
2025
Q3 		$8.23K Hold
90
– – ﹤0.01% 354
2025
Q2 		$8.91K Hold
90
– – ﹤0.01% 351
2025
Q1 		$9.29K Sell
90
-7
-7% -$684 ﹤0.01% 348
2024
Q4 		$8.98K Buy
97
+7
+8% +$702 ﹤0.01% 363
2024
Q3 		$9.36K Buy
+90
New +$8.57K ﹤0.01% 387
2021
Q2 		– Sell
-6,018
Closed -$411K – 324
2021
Q1 		$411K Sell
6,018
-590
-9% -$38.6K 0.05% 251
2020
Q4 		$446K Buy
6,608
+1,130
+21% +$73.3K 0.06% 245
2020
Q3 		$342K Sell
5,478
-134
-2% -$8.2K 0.05% 260
2020
Q2 		$319K Buy
+5,612
New +$291K 0.05% 262

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

Coastline Trust's OTIS Position: Q1 2026 in Review

Coastline Trust increased its Otis Worldwide (OTIS) stake by 58% in Q1 2026, buying an estimated $4.55K and bringing the position to 142 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Coastline Trust first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $446K in Q4 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Coastline Trust held 142 shares of Otis Worldwide worth $10.9K as of Q1 2026.
  • Coastline Trust bought 52 Otis Worldwide shares in Q1 2026, an estimated $4.55K.
  • Otis Worldwide made up ﹤0.01% of Coastline Trust's portfolio in Q1 2026, its #356 holding.
  • Coastline Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
  • Coastline Trust's Otis Worldwide position peaked at $446K in Q4 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Coastline Trust's 13F filing for Q1 2026, filed 3 Apr 2026.