DLA
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Douglas Lane & Associates’s Otis Worldwide OTIS Stock Holding History

Douglas Lane & Associates’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
-2,308
Closed -$202K – 243
2025
Q4 		$202K Buy
2,308
+60
+3% +$5.37K ﹤0.01% 237
2025
Q3 		$206K Sell
2,248
-340
-13% -$30.9K ﹤0.01% 233
2025
Q2 		$256K Sell
2,588
-166
-6% -$16K ﹤0.01% 216
2025
Q1 		$284K Sell
2,754
-71
-3% -$6.94K ﹤0.01% 210
2024
Q4 		$262K Sell
2,825
-40
-1% -$4.01K ﹤0.01% 214
2024
Q3 		$298K Sell
2,865
-531
-16% -$50.6K ﹤0.01% 210
2024
Q2 		$327K Buy
3,396
+450
+15% +$43.4K ﹤0.01% 201
2024
Q1 		$292K Sell
2,946
-239
-8% -$22.1K ﹤0.01% 209
2023
Q4 		$285K Hold
3,185
– – ﹤0.01% 209
2023
Q3 		$256K Buy
+3,185
New +$272K ﹤0.01% 212
2021
Q4 		– Sell
-2,796
Closed -$230K – 233
2021
Q3 		$230K Sell
2,796
-255
-8% -$22.4K ﹤0.01% 211
2021
Q2 		$249K Sell
3,051
-68
-2% -$5.23K ﹤0.01% 206
2021
Q1 		$213K Buy
3,119
+1
+0% +$65 ﹤0.01% 209
2020
Q4 		$211K Sell
3,118
-436
-12% -$28.3K ﹤0.01% 202
2020
Q3 		$222K Sell
3,554
-878
-20% -$53.7K ﹤0.01% 191
2020
Q2 		$252K Buy
+4,432
New +$230K 0.01% 188

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

Douglas Lane & Associates's OTIS Position: Q1 2026 in Review

Douglas Lane & Associates sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,308 shares — an estimated $202K sold.

Douglas Lane & Associates first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $327K in Q2 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Douglas Lane & Associates reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Douglas Lane & Associates sold 2,308 Otis Worldwide shares in Q1 2026, an estimated $202K.
  • Douglas Lane & Associates first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
  • Douglas Lane & Associates's Otis Worldwide position peaked at $327K in Q2 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Douglas Lane & Associates's 13F filing for Q1 2026, filed 15 Apr 2026.