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Duncker Streett & Co’s Otis Worldwide OTIS Stock Holding History

Duncker Streett & 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 		$2.47K Sell
32
-65
-67% -$5.69K ﹤0.01% 478
2025
Q4 		$8.47K Hold
97
– – ﹤0.01% 430
2025
Q3 		$8.87K Hold
97
– – ﹤0.01% 440
2025
Q2 		$9.61K Hold
97
– – ﹤0.01% 429
2025
Q1 		$10K Sell
97
-131
-57% -$12.8K ﹤0.01% 414
2024
Q4 		$21.1K Sell
228
-67
-23% -$6.72K ﹤0.01% 393
2024
Q3 		$30.7K Buy
295
+50
+20% +$4.76K 0.01% 351
2024
Q2 		$23.6K Sell
245
-75
-23% -$7.23K ﹤0.01% 369
2024
Q1 		$31.8K Sell
320
-50
-14% -$4.62K 0.01% 345
2023
Q4 		$33.1K Hold
370
– – 0.01% 332
2023
Q3 		$29.7K Hold
370
– – 0.01% 334
2023
Q2 		$32.9K Sell
370
-9
-2% -$758 0.01% 322
2023
Q1 		$32K Hold
379
– – 0.01% 324
2022
Q4 		$29.7K Hold
379
– – 0.01% 338
2022
Q3 		$24K Hold
379
– – 0.01% 343
2022
Q2 		$27K Hold
379
– – 0.01% 341
2022
Q1 		$29K Sell
379
-31
-8% -$2.48K 0.01% 353
2021
Q4 		$36K Sell
410
-44
-10% -$3.68K 0.01% 365
2021
Q3 		$37K Sell
454
-225
-33% -$19.8K 0.01% 359
2021
Q2 		$56K Buy
679
+70
+11% +$5.39K 0.01% 327
2021
Q1 		$42K Sell
609
-100
-14% -$6.54K 0.01% 349
2020
Q4 		$48K Sell
709
-558
-44% -$36.2K 0.01% 342
2020
Q3 		$79K Sell
1,267
-729
-37% -$44.6K 0.02% 291
2020
Q2 		$114K Buy
+1,996
New +$103K 0.03% 261

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

Duncker Streett & Co's OTIS Position: Q1 2026 in Review

Duncker Streett & Co reduced its Otis Worldwide (OTIS) stake by 67% in Q1 2026, selling an estimated $5.69K and leaving 32 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Duncker Streett & Co first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $114K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Duncker Streett & Co held 32 shares of Otis Worldwide worth $2.47K as of Q1 2026.
  • Duncker Streett & Co sold 65 Otis Worldwide shares in Q1 2026, an estimated $5.69K.
  • Otis Worldwide made up ﹤0.01% of Duncker Streett & Co's portfolio in Q1 2026, its #478 holding.
  • Duncker Streett & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Duncker Streett & Co's Otis Worldwide position peaked at $114K in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.