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Covestor’s Otis Worldwide OTIS Stock Holding History

Covestor’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 		$56K Sell
726
-716
-50% -$62.6K 0.04% 639
2025
Q4 		$126K Buy
1,442
+58
+4% +$5.19K 0.07% 437
2025
Q3 		$127K Buy
1,384
+302
+28% +$27.4K 0.07% 439
2025
Q2 		$107K Sell
1,082
-201
-16% -$19.4K 0.06% 521
2025
Q1 		$132K Buy
1,283
+1,047
+444% +$102K 0.09% 325
2024
Q4 		$22K Sell
236
-850
-78% -$85.2K 0.01% 1157
2024
Q3 		$113K Sell
1,086
-3
-0.3% -$286 0.07% 457
2024
Q2 		$105K Sell
1,089
-1
-0.1% -$96 0.07% 457
2024
Q1 		$108K Buy
1,090
+80
+8% +$7.39K 0.07% 492
2023
Q4 		$90K Buy
1,010
+229
+29% +$19K 0.06% 569
2023
Q3 		$63K Sell
781
-4
-0.5% -$342 0.05% 662
2023
Q2 		$70K Buy
785
+8
+1% +$674 0.05% 635
2023
Q1 		$66K Sell
777
-136
-15% -$11.3K 0.06% 600
2022
Q4 		$72K Buy
913
+124
+16% +$9.15K 0.06% 572
2022
Q3 		$50K Buy
789
+530
+205% +$38.8K 0.04% 699
2022
Q2 		$18K Buy
259
+4
+2% +$295 0.01% 1008
2022
Q1 		$20K Buy
255
+128
+101% +$10.2K 0.01% 1061
2021
Q4 		$11K Buy
+127
New +$10.6K 0.02% 993

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

Covestor's OTIS Position: Q1 2026 in Review

Covestor reduced its Otis Worldwide (OTIS) stake by 50% in Q1 2026, selling an estimated $62.6K and leaving 726 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #639.

Covestor first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $132K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Covestor held 726 shares of Otis Worldwide worth $56K as of Q1 2026.
  • Covestor sold 716 Otis Worldwide shares in Q1 2026, an estimated $62.6K.
  • Otis Worldwide made up 0.04% of Covestor's portfolio in Q1 2026, its #639 holding.
  • Covestor first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Otis Worldwide position peaked at $132K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.