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D.A. Davidson & Co’s Otis Worldwide OTIS Stock Holding History

D.A. Davidson & Co’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 		$3.96M Sell
51,364
-710
-1% -$62.1K 0.02% 473
2025
Q4 		$4.55M Sell
52,074
-1,977
-4% -$177K 0.03% 414
2025
Q3 		$4.94M Sell
54,051
-1,682
-3% -$153K 0.03% 375
2025
Q2 		$5.52M Buy
55,733
+920
+2% +$88.8K 0.04% 328
2025
Q1 		$5.66M Buy
54,813
+41,363
+308% +$4.04M 0.05% 299
2024
Q4 		$1.25M Sell
13,450
-40
-0.3% -$4.01K 0.01% 696
2024
Q3 		$1.4M Buy
13,490
+681
+5% +$64.9K 0.01% 657
2024
Q2 		$1.23M Buy
12,809
+836
+7% +$80.6K 0.01% 665
2024
Q1 		$1.19M Buy
11,973
+262
+2% +$24.2K 0.01% 681
2023
Q4 		$1.05M Buy
11,711
+69
+0.6% +$5.74K 0.01% 698
2023
Q3 		$935K Buy
11,642
+596
+5% +$51K 0.01% 700
2023
Q2 		$983K Buy
11,046
+119
+1% +$10K 0.01% 694
2023
Q1 		$922K Sell
10,927
-1,050
-9% -$86.9K 0.01% 705
2022
Q4 		$939K Sell
11,977
-659
-5% -$48.7K 0.01% 645
2022
Q3 		$807K Sell
12,636
-447
-3% -$32.7K 0.01% 659
2022
Q2 		$925K Buy
13,083
+253
+2% +$18.6K 0.01% 624
2022
Q1 		$987K Sell
12,830
-278
-2% -$22.2K 0.01% 660
2021
Q4 		$1.14M Buy
13,108
+416
+3% +$34.8K 0.01% 614
2021
Q3 		$1.04M Buy
12,692
+159
+1% +$14K 0.01% 621
2021
Q2 		$1.02M Sell
12,533
-1,710
-12% -$132K 0.01% 622
2021
Q1 		$975K Sell
14,243
-1,330
-9% -$86.9K 0.01% 596
2020
Q4 		$1.05M Sell
15,573
-3,627
-19% -$235K 0.02% 497
2020
Q3 		$1.2M Sell
19,200
-7,771
-29% -$475K 0.02% 409
2020
Q2 		$1.53M Buy
+26,971
New +$1.4M 0.03% 352

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

D.A. Davidson & Co's OTIS Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Otis Worldwide (OTIS) stake by 1.4% in Q1 2026, selling an estimated $62.1K and leaving 51,364 shares worth $3.96M. The position accounts for 0.02% of the portfolio, ranked #473.

D.A. Davidson & Co first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.66M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • D.A. Davidson & Co held 51,364 shares of Otis Worldwide worth $3.96M as of Q1 2026.
  • D.A. Davidson & Co sold 710 Otis Worldwide shares in Q1 2026, an estimated $62.1K.
  • Otis Worldwide made up 0.02% of D.A. Davidson & Co's portfolio in Q1 2026, its #473 holding.
  • D.A. Davidson & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • D.A. Davidson & Co's Otis Worldwide position peaked at $5.66M in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.