Costello Asset Management’s Otis Worldwide OTIS Stock Holding History

Costello Asset 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	$56.5K	Buy	733 +5	+0.7%	+$437	0.02%	214
2025 Q4	$63.6K	Buy	728 +1	+0.1%	+$89	0.02%	192
2025 Q3	$66.5K	Sell	727 -73	-9%	-$6.63K	0.02%	196
2025 Q2	$79.2K	Buy	800 +31	+4%	+$2.99K	0.03%	178
2025 Q1	$79.3K	Buy	769 +507	+194%	+$49.5K	0.03%	177
2024 Q4	$24.3K	Hold	262	–	–	0.02%	119
2024 Q3	$27.2K	Hold	262	–	–	0.02%	117
2024 Q2	$25.2K	Hold	262	–	–	0.02%	105
2024 Q1	$26K	Hold	262	–	–	0.02%	114
2023 Q4	$23.4K	Hold	262	–	–	0.02%	113
2023 Q3	$21K	Hold	262	–	–	0.02%	116
2023 Q2	$23.3K	Hold	262	–	–	0.02%	114
2023 Q1	$22.1K	Hold	262	–	–	0.02%	119
2022 Q4	$20.5K	Hold	262	–	–	0.02%	123
2022 Q3	$17K	Hold	262	–	–	0.02%	134
2022 Q2	$19K	Hold	262	–	–	0.02%	134
2022 Q1	$20K	Hold	262	–	–	0.01%	144
2021 Q4	$23K	Hold	262	–	–	0.01%	144
2021 Q3	$22K	Hold	262	–	–	0.01%	146
2021 Q2	$21K	Hold	262	–	–	0.01%	144
2021 Q1	$18K	Hold	262	–	–	0.01%	159
2020 Q4	$18K	Hold	262	–	–	0.01%	155
2020 Q3	$16K	Hold	262	–	–	0.01%	140
2020 Q2	$15K	Buy	+262	New	+$13.6K	0.01%	138

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

Costello Asset Management's OTIS Position: Q1 2026 in Review

Costello Asset Management increased its Otis Worldwide (OTIS) stake by 0.69% in Q1 2026, buying an estimated $437 and bringing the position to 733 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #214.

Costello Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $79.3K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Costello Asset Management held 733 shares of Otis Worldwide worth $56.5K as of Q1 2026.
Costello Asset Management bought 5 Otis Worldwide shares in Q1 2026, an estimated $437.
Otis Worldwide made up 0.02% of Costello Asset Management's portfolio in Q1 2026, its #214 holding.
Costello Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Costello Asset Management's Otis Worldwide position peaked at $79.3K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.