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ELCO Management’s Otis Worldwide OTIS Stock Holding History

ELCO 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 		$417K Sell
5,416
-173
-3% -$15.1K 0.2% 96
2025
Q4 		$488K Sell
5,589
-120
-2% -$10.7K 0.31% 69
2025
Q3 		$522K Sell
5,709
-318
-5% -$28.9K 0.27% 75
2025
Q2 		$597K Sell
6,027
-202
-3% -$19.5K 0.31% 68
2025
Q1 		$643K Sell
6,229
-446
-7% -$43.6K 0.36% 67
2024
Q4 		$618K Hold
6,675
– – 0.32% 69
2024
Q3 		$694K Sell
6,675
-262
-4% -$25K 0.37% 65
2024
Q2 		$668K Hold
6,937
– – 0.39% 60
2024
Q1 		$689K Hold
6,937
– – 0.42% 55
2023
Q4 		$621K Buy
6,937
+14
+0.2% +$1.16K 0.41% 60
2023
Q3 		$556K Sell
6,923
-117
-2% -$10K 0.4% 60
2023
Q2 		$627K Sell
7,040
-615
-8% -$51.8K 0.45% 54
2023
Q1 		$646K Sell
7,655
-15
-0.2% -$1.24K 0.47% 53
2022
Q4 		$601K Buy
7,670
+36
+0.5% +$2.66K 0.45% 56
2022
Q3 		$487K Buy
7,634
+6
+0.1% +$439 0.39% 59
2022
Q2 		$539K Sell
7,628
-410
-5% -$30.2K 0.44% 51
2022
Q1 		$619K Hold
8,038
– – 0.42% 56
2021
Q4 		$700K Sell
8,038
-19
-0.2% -$1.59K 0.5% 51
2021
Q3 		$663K Buy
8,057
+724
+10% +$63.7K 0.51% 55
2021
Q2 		$600K Buy
7,333
+516
+8% +$39.7K 0.45% 63
2021
Q1 		$467K Buy
6,817
+525
+8% +$34.3K 0.42% 74
2020
Q4 		$425K Sell
6,292
-3,459
-35% -$224K 0.37% 83
2020
Q3 		$609K Buy
9,751
+2,325
+31% +$142K 0.5% 50
2020
Q2 		$422K Buy
+7,426
New +$385K 0.36% 72

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

ELCO Management's OTIS Position: Q1 2026 in Review

ELCO Management reduced its Otis Worldwide (OTIS) stake by 3.1% in Q1 2026, selling an estimated $15.1K and leaving 5,416 shares worth $417K. The position accounts for 0.2% of the portfolio, ranked #96.

ELCO Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $700K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • ELCO Management held 5,416 shares of Otis Worldwide worth $417K as of Q1 2026.
  • ELCO Management sold 173 Otis Worldwide shares in Q1 2026, an estimated $15.1K.
  • Otis Worldwide made up 0.2% of ELCO Management's portfolio in Q1 2026, its #96 holding.
  • ELCO Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • ELCO Management's Otis Worldwide position peaked at $700K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.