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Donaldson Capital Management’s Otis Worldwide OTIS Stock Holding History

Donaldson Capital Management’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 		– Sell
-2,309
Closed -$202K – 240
2025
Q4 		$202K Hold
2,309
– – 0.01% 231
2025
Q3 		$211K Sell
2,309
-79
-3% -$7.17K 0.01% 230
2025
Q2 		$236K Sell
2,388
-202
-8% -$19.5K 0.01% 205
2025
Q1 		$267K Sell
2,590
-56
-2% -$5.47K 0.01% 196
2024
Q4 		$245K Sell
2,646
-562
-18% -$56.4K 0.01% 204
2024
Q3 		$333K Sell
3,208
-19
-0.6% -$1.81K 0.01% 188
2024
Q2 		$311K Hold
3,227
– – 0.01% 190
2024
Q1 		$320K Sell
3,227
-72
-2% -$6.66K 0.01% 180
2023
Q4 		$295K Sell
3,299
-346
-9% -$28.8K 0.01% 191
2023
Q3 		$293K Sell
3,645
-401
-10% -$34.3K 0.01% 189
2023
Q2 		$360K Sell
4,046
-381
-9% -$32.1K 0.02% 176
2023
Q1 		$374K Buy
4,427
+2
+0% +$165 0.02% 176
2022
Q4 		$347K Sell
4,425
-130
-3% -$9.6K 0.02% 183
2022
Q3 		$291K Sell
4,555
-314
-6% -$23K 0.02% 188
2022
Q2 		$344K Sell
4,869
-387
-7% -$28.5K 0.02% 189
2022
Q1 		$404K Sell
5,256
-60
-1% -$4.79K 0.02% 199
2021
Q4 		$463K Sell
5,316
-125
-2% -$10.5K 0.02% 194
2021
Q3 		$448K Sell
5,441
-677
-11% -$59.5K 0.02% 182
2021
Q2 		$500K Sell
6,118
-169
-3% -$13K 0.03% 172
2021
Q1 		$430K Sell
6,287
-1,041
-14% -$68K 0.02% 187
2020
Q4 		$495K Sell
7,328
-69
-0.9% -$4.48K 0.03% 160
2020
Q3 		$462K Sell
7,397
-1,857
-20% -$114K 0.03% 157
2020
Q2 		$526K Buy
+9,254
New +$479K 0.04% 128

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

Donaldson Capital Management's OTIS Position: Q1 2026 in Review

Donaldson Capital Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,309 shares — an estimated $202K sold.

Donaldson Capital Management first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $526K in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Donaldson Capital Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Donaldson Capital Management sold 2,309 Otis Worldwide shares in Q1 2026, an estimated $202K.
  • Donaldson Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Donaldson Capital Management's Otis Worldwide position peaked at $526K in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.