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Colonial Trust’s Otis Worldwide OTIS Stock Holding History

Colonial 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 		$207K Buy
2,688
+72
+3% +$6.3K 0.03% 290
2025
Q4 		$229K Sell
2,616
-39
-1% -$3.49K 0.03% 278
2025
Q3 		$243K Hold
2,655
– – 0.03% 273
2025
Q2 		$263K Sell
2,655
-10
-0.4% -$965 0.04% 256
2025
Q1 		$275K Sell
2,665
-11
-0.4% -$1.07K 0.04% 238
2024
Q4 		$248K Sell
2,676
-93
-3% -$9.33K 0.04% 262
2024
Q3 		$288K Buy
2,769
+10
+0.4% +$953 0.04% 242
2024
Q2 		$266K Hold
2,759
– – 0.05% 229
2024
Q1 		$274K Sell
2,759
-142
-5% -$13.1K 0.05% 229
2023
Q4 		$260K Buy
2,901
+925
+47% +$76.9K 0.05% 222
2023
Q3 		$159K Hold
1,976
– – 0.04% 269
2023
Q2 		$176K Buy
1,976
+170
+9% +$14.3K 0.04% 246
2023
Q1 		$152K Sell
1,806
-36
-2% -$2.98K 0.04% 268
2022
Q4 		$144K Sell
1,842
-879
-32% -$64.9K 0.04% 251
2022
Q3 		$174K Buy
+2,721
New +$199K 0.06% 206

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's OTIS Position: Q1 2026 in Review

Colonial Trust increased its Otis Worldwide (OTIS) stake by 2.8% in Q1 2026, buying an estimated $6.3K and bringing the position to 2,688 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #290.

Colonial Trust first reported a position in OTIS in Q3 2022 and has held it in 15 quarters since. The position peaked at $288K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Colonial Trust held 2,688 shares of Otis Worldwide worth $207K as of Q1 2026.
  • Colonial Trust bought 72 Otis Worldwide shares in Q1 2026, an estimated $6.3K.
  • Otis Worldwide made up 0.03% of Colonial Trust's portfolio in Q1 2026, its #290 holding.
  • Colonial Trust first reported a position in Otis Worldwide in Q3 2022 and has held it in 15 quarters since.
  • Colonial Trust's Otis Worldwide position peaked at $288K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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