DF Dent & Co’s Otis Worldwide OTIS Stock Holding History

DF Dent & 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	$244K	Buy	+3,165	New	+$277K	﹤0.01%	254
2025 Q4	–	Sell	-2,555	Closed	-$234K	–	279
2025 Q3	$234K	Sell	2,555 -1,538	-38%	-$140K	﹤0.01%	256
2025 Q2	$405K	Sell	4,093 -6,597	-62%	-$637K	0.01%	203
2025 Q1	$1.1M	Buy	10,690 +2,232	+26%	+$218K	0.01%	161
2024 Q4	$783K	Buy	8,458 +217	+3%	+$21.8K	0.01%	175
2024 Q3	$857K	Buy	8,241 +2,012	+32%	+$192K	0.01%	170
2024 Q2	$600K	Buy	6,229 +4,045	+185%	+$390K	0.01%	181
2024 Q1	$217K	Sell	2,184 -76	-3%	-$7.02K	﹤0.01%	250
2023 Q4	$202K	Buy	+2,260	New	+$188K	﹤0.01%	245

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DF Dent & Co's OTIS Position: Q1 2026 in Review

DF Dent & Co opened a new position in Otis Worldwide (OTIS) in Q1 2026: 3,165 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: DF Dent & Co previously reported a position in OTIS as recently as Q3 2025.

DF Dent & Co first reported a position in OTIS in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

DF Dent & Co held 3,165 shares of Otis Worldwide worth $244K as of Q1 2026.
Otis Worldwide was a new DF Dent & Co position in Q1 2026.
Otis Worldwide made up ﹤0.01% of DF Dent & Co's portfolio in Q1 2026, its #254 holding.
DF Dent & Co first reported a position in Otis Worldwide in Q4 2023 and has held it in 9 quarters since.
DF Dent & Co's Otis Worldwide position peaked at $1.1M in Q1 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.