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Cypress Capital Management (Wyoming)’s Otis Worldwide OTIS Stock Holding History

Cypress Capital Management (Wyoming)’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 		$38.5K Hold
500
– – 0.04% 104
2025
Q4 		$43.7K Hold
500
– – 0.04% 94
2025
Q3 		$45.7K Hold
500
– – 0.04% 94
2025
Q2 		$49.5K Hold
500
– – 0.05% 85
2025
Q1 		$51.6K Hold
500
– – 0.06% 82
2024
Q4 		$46.3K Sell
500
-100
-17% -$10K 0.05% 80
2024
Q3 		$62.4K Hold
600
– – 0.07% 75
2024
Q2 		$57.8K Hold
600
– – 0.06% 75
2024
Q1 		$59.6K Hold
600
– – 0.06% 72
2023
Q4 		$53.7K Sell
600
-705
-54% -$58.6K 0.06% 74
2023
Q3 		$105K Hold
1,305
– – 0.12% 57
2023
Q2 		$116K Sell
1,305
-25
-2% -$2.11K 0.13% 53
2023
Q1 		$112K Sell
1,330
-500
-27% -$41.4K 0.13% 53
2022
Q4 		$143K Sell
1,830
-450
-20% -$33.2K 0.18% 44
2022
Q3 		$145K Hold
2,280
– – 0.21% 41
2022
Q2 		$161K Sell
2,280
-450
-16% -$33.1K 0.21% 42
2022
Q1 		$210K Sell
2,730
-725
-21% -$57.9K 0.25% 42
2021
Q4 		$301K Sell
3,455
-62
-2% -$5.19K 0.25% 55
2021
Q3 		$289K Sell
3,517
-100
-3% -$8.79K 0.24% 61
2021
Q2 		$296K Hold
3,617
– – 0.23% 68
2021
Q1 		$248K Sell
3,617
-20
-0.5% -$1.31K 0.22% 70
2020
Q4 		$246K Hold
3,637
– – 0.21% 69
2020
Q3 		$238K Hold
3,637
– – 0.21% 67
2020
Q2 		$207K Buy
+3,637
New +$188K 0.21% 73

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

Cypress Capital Management (Wyoming)'s OTIS Position: Q1 2026 in Review

Cypress Capital Management (Wyoming) held its Otis Worldwide (OTIS) position steady in Q1 2026 at 500 shares worth $38.5K. The position accounts for 0.04% of the portfolio, ranked #104.

Cypress Capital Management (Wyoming) first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $301K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Cypress Capital Management (Wyoming) held 500 shares of Otis Worldwide worth $38.5K as of Q1 2026.
  • Cypress Capital Management (Wyoming) left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.04% of Cypress Capital Management (Wyoming)'s portfolio in Q1 2026, its #104 holding.
  • Cypress Capital Management (Wyoming) first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Cypress Capital Management (Wyoming)'s Otis Worldwide position peaked at $301K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2026, filed 8 May 2026.