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Dorsey & Whitney Trust’s Otis Worldwide OTIS Stock Holding History

Dorsey & Whitney Trust’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
-2,387
Closed -$209K – 738
2025
Q4 		$209K Sell
2,387
-4,337
-65% -$388K 0.01% 671
2025
Q3 		$615K Buy
6,724
+40
+0.6% +$3.63K 0.03% 372
2025
Q2 		$662K Sell
6,684
-261
-4% -$25.2K 0.04% 358
2025
Q1 		$717K Hold
6,945
– – 0.04% 327
2024
Q4 		$643K Buy
6,945
+114
+2% +$11.4K 0.04% 344
2024
Q3 		$710K Buy
6,831
+4,377
+178% +$417K 0.04% 330
2024
Q2 		$236K Buy
2,454
+10
+0.4% +$964 0.02% 545
2024
Q1 		$243K Buy
2,444
+80
+3% +$7.39K 0.02% 542
2023
Q4 		$212K Buy
+2,364
New +$197K 0.02% 565
2021
Q1 		– Sell
-3,187
Closed -$216K – 534
2020
Q4 		$216K Buy
+3,187
New +$207K 0.03% 426

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

Dorsey & Whitney Trust's OTIS Position: Q1 2026 in Review

Dorsey & Whitney Trust sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,387 shares — an estimated $209K sold.

Dorsey & Whitney Trust first reported a position in OTIS in Q4 2020 and held it in 10 quarters. The position peaked at $717K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Dorsey & Whitney Trust reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 2,387 Otis Worldwide shares in Q1 2026, an estimated $209K.
  • Dorsey & Whitney Trust first reported a position in Otis Worldwide in Q4 2020 and held it in 10 quarters.
  • Dorsey & Whitney Trust's Otis Worldwide position peaked at $717K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.