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Davis Rea’s Otis Worldwide OTIS Stock Holding History

Davis Rea’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 		$4.03M Buy
52,232
+4,658
+10% +$408K 1.05% 35
2025
Q4 		$4.16M Buy
47,574
+3,321
+8% +$297K 1.04% 33
2025
Q3 		$4.05M Buy
44,253
+1,278
+3% +$116K 0.98% 37
2025
Q2 		$4.26M Sell
42,975
-32
-0.1% -$3.09K 1.06% 32
2025
Q1 		$4.44M Buy
+43,007
New +$4.2M 1.18% 31

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

Davis Rea's OTIS Position: Q1 2026 in Review

Davis Rea increased its Otis Worldwide (OTIS) stake by 9.8% in Q1 2026, buying an estimated $408K and bringing the position to 52,232 shares worth $4.03M. The position accounts for 1.05% of the portfolio, ranked #35.

Davis Rea first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.44M in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Davis Rea held 52,232 shares of Otis Worldwide worth $4.03M as of Q1 2026.
  • Davis Rea bought 4,658 Otis Worldwide shares in Q1 2026, an estimated $408K.
  • Otis Worldwide made up 1.05% of Davis Rea's portfolio in Q1 2026, its #35 holding.
  • Davis Rea first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Davis Rea's Otis Worldwide position peaked at $4.44M in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Davis Rea's 13F filing for Q1 2026, filed 30 Apr 2026.