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Courier Capital’s Otis Worldwide OTIS Stock Holding History

Courier Capital’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
-2,566
Closed -$224K – 397
2025
Q4 		$224K Hold
2,566
– – 0.01% 361
2025
Q3 		$235K Hold
2,566
– – 0.01% 361
2025
Q2 		$254K Hold
2,566
– – 0.02% 345
2025
Q1 		$265K Buy
2,566
+150
+6% +$14.7K 0.02% 326
2024
Q4 		$224K Sell
2,416
-599
-20% -$60.1K 0.02% 339
2024
Q3 		$313K Hold
3,015
– – 0.02% 291
2024
Q2 		$290K Hold
3,015
– – 0.02% 283
2024
Q1 		$299K Sell
3,015
-724
-19% -$66.9K 0.02% 295
2023
Q4 		$335K Sell
3,739
-25
-0.7% -$2.08K 0.03% 282
2023
Q3 		$302K Sell
3,764
-25
-0.7% -$2.14K 0.03% 284
2023
Q2 		$337K Sell
3,789
-994
-21% -$83.7K 0.03% 291
2023
Q1 		$404K Sell
4,783
-587
-11% -$48.6K 0.04% 208
2022
Q4 		$421K Sell
5,370
-79
-1% -$5.83K 0.05% 199
2022
Q3 		$348K Hold
5,449
– – 0.04% 211
2022
Q2 		$385K Sell
5,449
-3,328
-38% -$245K 0.05% 198
2022
Q1 		$675K Sell
8,777
-1,407
-14% -$112K 0.07% 157
2021
Q4 		$887K Sell
10,184
-772
-7% -$64.6K 0.08% 140
2021
Q3 		$901K Sell
10,956
-1,099
-9% -$96.6K 0.09% 137
2021
Q2 		$986K Sell
12,055
-770
-6% -$59.3K 0.09% 137
2021
Q1 		$878K Sell
12,825
-584
-4% -$38.2K 0.09% 138
2020
Q4 		$906K Sell
13,409
-365
-3% -$23.7K 0.1% 126
2020
Q3 		$876K Sell
13,774
-11,452
-45% -$700K 0.1% 123
2020
Q2 		$1.43M Buy
+25,226
New +$1.31M 0.18% 94

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

Courier Capital's OTIS Position: Q1 2026 in Review

Courier Capital sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,566 shares — an estimated $224K sold.

Courier Capital first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $1.43M in Q2 2020. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Courier Capital reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Courier Capital sold 2,566 Otis Worldwide shares in Q1 2026, an estimated $224K.
  • Courier Capital first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Courier Capital's Otis Worldwide position peaked at $1.43M in Q2 2020.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Courier Capital's 13F filing for Q1 2026, filed 20 Apr 2026.