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Dunhill Financial’s Otis Worldwide OTIS Stock Holding History

Dunhill Financial’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 		$1.01K Sell
13
-25
-66% -$2.19K ﹤0.01% 957
2025
Q4 		$3.35K Buy
38
+3
+9% +$268 ﹤0.01% 660
2025
Q3 		$3.23K Sell
35
-5
-13% -$454 ﹤0.01% 620
2025
Q2 		$4.02K Sell
40
-55
-58% -$5.31K ﹤0.01% 576
2025
Q1 		$9.83K Sell
95
-9
-9% -$879 ﹤0.01% 422
2024
Q4 		$9.63K Buy
104
+22
+27% +$2.21K ﹤0.01% 391
2024
Q3 		$8.56K Buy
82
+42
+105% +$4K ﹤0.01% 419
2024
Q2 		$3.86K Buy
40
+8
+25% +$771 ﹤0.01% 444
2024
Q1 		$3.2K Buy
32
+5
+19% +$462 ﹤0.01% 406
2023
Q4 		$2.41K Buy
+27
New +$2.25K ﹤0.01% 419

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

Dunhill Financial's OTIS Position: Q1 2026 in Review

Dunhill Financial reduced its Otis Worldwide (OTIS) stake by 66% in Q1 2026, selling an estimated $2.19K and leaving 13 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Dunhill Financial first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.83K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Dunhill Financial held 13 shares of Otis Worldwide worth $1.01K as of Q1 2026.
  • Dunhill Financial sold 25 Otis Worldwide shares in Q1 2026, an estimated $2.19K.
  • Otis Worldwide made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #957 holding.
  • Dunhill Financial first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's Otis Worldwide position peaked at $9.83K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.