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Coldstream Capital Management’s Otis Worldwide OTIS Stock Holding History

Coldstream 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 		$250K Buy
3,240
+517
+19% +$45.2K ﹤0.01% 1029
2025
Q4 		$238K Sell
2,723
-53
-2% -$4.74K ﹤0.01% 1018
2025
Q3 		$254K Sell
2,776
-38
-1% -$3.45K ﹤0.01% 1023
2025
Q2 		$279K Sell
2,814
-53
-2% -$5.12K ﹤0.01% 924
2025
Q1 		$296K Buy
2,867
+178
+7% +$17.4K 0.01% 818
2024
Q4 		$249K Buy
2,689
+109
+4% +$10.9K 0.01% 920
2024
Q3 		$267K Buy
2,580
+272
+12% +$25.9K 0.01% 893
2024
Q2 		$222K Buy
2,308
+180
+8% +$17.3K 0.01% 898
2024
Q1 		$211K Buy
+2,128
New +$197K 0.01% 932
2022
Q2 		$242K Buy
3,428
+755
+28% +$55.6K 0.01% 656
2022
Q1 		$206K Buy
+2,673
New +$214K 0.01% 746

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

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

Coldstream Capital Management increased its Otis Worldwide (OTIS) stake by 19% in Q1 2026, buying an estimated $45.2K and bringing the position to 3,240 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Coldstream Capital Management first reported a position in OTIS in Q1 2022 and has held it in 11 quarters since. The position peaked at $296K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Coldstream Capital Management held 3,240 shares of Otis Worldwide worth $250K as of Q1 2026.
  • Coldstream Capital Management bought 517 Otis Worldwide shares in Q1 2026, an estimated $45.2K.
  • Otis Worldwide made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1029 holding.
  • Coldstream Capital Management first reported a position in Otis Worldwide in Q1 2022 and has held it in 11 quarters since.
  • Coldstream Capital Management's Otis Worldwide position peaked at $296K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.