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Colonial Trust Advisors’s Otis Worldwide OTIS Stock Holding History

Colonial Trust 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
Q1 		$129K Sell
1,670
-50
-3% -$4.38K 0.01% 239
2025
Q4 		$150K Sell
1,720
-49
-3% -$4.38K 0.01% 221
2025
Q3 		$162K Sell
1,769
-543
-23% -$49.3K 0.01% 217
2025
Q2 		$229K Hold
2,312
– – 0.02% 190
2025
Q1 		$239K Sell
2,312
-100
-4% -$9.77K 0.02% 189
2024
Q4 		$223K Hold
2,412
– – 0.02% 188
2024
Q3 		$251K Sell
2,412
-12
-0.5% -$1.14K 0.02% 188
2024
Q2 		$233K Sell
2,424
-19
-0.8% -$1.83K 0.02% 173
2024
Q1 		$243K Buy
2,443
+21
+0.9% +$1.94K 0.02% 174
2023
Q4 		$217K Sell
2,422
-1,338
-36% -$111K 0.02% 177
2023
Q3 		$302K Sell
3,760
-30
-0.8% -$2.57K 0.03% 160
2023
Q2 		$337K Sell
3,790
-120
-3% -$10.1K 0.04% 160
2023
Q1 		$330K Sell
3,910
-5
-0.1% -$414 0.04% 165
2022
Q4 		$307K Sell
3,915
-672
-15% -$49.6K 0.04% 169
2022
Q3 		$293K Buy
4,587
+55
+1% +$4.02K 0.04% 166
2022
Q2 		$320K Hold
4,532
– – 0.05% 141
2022
Q1 		$349K Sell
4,532
-443
-9% -$35.4K 0.04% 148
2021
Q4 		$433K Hold
4,975
– – 0.05% 146
2021
Q3 		$409K Sell
4,975
-700
-12% -$61.6K 0.05% 150
2021
Q2 		$464K Hold
5,675
– – 0.06% 143
2021
Q1 		$388K Sell
5,675
-495
-8% -$32.4K 0.05% 151
2020
Q4 		$417K Hold
6,170
– – 0.06% 136
2020
Q3 		$385K Sell
6,170
-1,100
-15% -$67.3K 0.06% 128
2020
Q2 		$413K Buy
+7,270
New +$377K 0.07% 121

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

Colonial Trust Advisors's OTIS Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Otis Worldwide (OTIS) stake by 2.9% in Q1 2026, selling an estimated $4.38K and leaving 1,670 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #239.

Colonial Trust Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $464K in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Colonial Trust Advisors held 1,670 shares of Otis Worldwide worth $129K as of Q1 2026.
  • Colonial Trust Advisors sold 50 Otis Worldwide shares in Q1 2026, an estimated $4.38K.
  • Otis Worldwide made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #239 holding.
  • Colonial Trust Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Colonial Trust Advisors's Otis Worldwide position peaked at $464K in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.