Connable Office Inc’s Otis Worldwide OTIS Stock Holding History

Connable Office Inc’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	–	Sell	-5,172	Closed	-$452K	–	248
2025 Q4	$452K	Hold	5,172	–	–	0.04%	157
2025 Q3	$473K	Buy	5,172 +330	+7%	+$30K	0.04%	156
2025 Q2	$479K	Buy	+4,842	New	+$467K	0.05%	150
2022 Q2	–	Sell	-21,503	Closed	-$1.66M	–	222
2022 Q1	$1.66M	Buy	21,503 +175	+0.8%	+$14K	0.22%	76
2021 Q4	$1.86M	Sell	21,328 -603	-3%	-$50.5K	0.24%	82
2021 Q3	$1.8M	Sell	21,931 -177	-0.8%	-$15.6K	0.26%	75
2021 Q2	$1.81M	Buy	22,108 +108	+0.5%	+$8.31K	0.25%	78
2021 Q1	$1.51M	Hold	22,000	–	–	0.22%	81
2020 Q4	$1.49M	Hold	22,000	–	–	0.23%	78
2020 Q3	$1.37M	Sell	22,000 -38	-0.2%	-$2.32K	0.26%	68
2020 Q2	$1.25M	Buy	+22,038	New	+$1.14M	0.25%	73

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Connable Office Inc's OTIS Position: Q1 2026 in Review

Connable Office Inc sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 5,172 shares — an estimated $452K sold.

Connable Office Inc first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $1.86M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Connable Office Inc reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Connable Office Inc sold 5,172 Otis Worldwide shares in Q1 2026, an estimated $452K.
Connable Office Inc first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
Connable Office Inc's Otis Worldwide position peaked at $1.86M in Q4 2021.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Connable Office Inc's 13F filing for Q1 2026, filed 29 Apr 2026.