EFSCE
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Enterprise Financial Services Corp (EFSC)’s Otis Worldwide OTIS Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-2,363
Closed -$206K – 176
2025
Q4 		$206K Buy
2,363
+109
+5% +$9.75K 0.1% 155
2025
Q3 		$206K Sell
2,254
-657
-23% -$59.6K 0.11% 147
2025
Q2 		$288K Buy
2,911
+49
+2% +$4.73K 0.15% 119
2025
Q1 		$295K Sell
2,862
-32
-1% -$3.13K 0.17% 106
2024
Q4 		$268K Hold
2,894
– – 0.15% 120
2024
Q3 		$301K Sell
2,894
-38
-1% -$3.62K 0.18% 114
2024
Q2 		$282K Sell
2,932
-181
-6% -$17.4K 0.17% 117
2024
Q1 		$309K Sell
3,113
-335
-10% -$31K 0.19% 116
2023
Q4 		$308K Sell
3,448
-3
-0.1% -$249 0.19% 116
2023
Q3 		$277K Sell
3,451
-234
-6% -$20K 0.19% 111
2023
Q2 		$328K Sell
3,685
-122
-3% -$10.3K 0.21% 101
2023
Q1 		$321K Sell
3,807
-125
-3% -$10.3K 0.21% 101
2022
Q4 		$308K Sell
3,932
-30
-0.8% -$2.21K 0.21% 107
2022
Q3 		$253K Sell
3,962
-1,113
-22% -$81.4K 0.19% 115
2022
Q2 		$359K Buy
5,075
+410
+9% +$30.2K 0.07% 179
2022
Q1 		$359K Sell
4,665
-83
-2% -$6.63K 0.06% 209
2021
Q4 		$413K Sell
4,748
-420
-8% -$35.2K 0.06% 202
2021
Q3 		$425K Buy
5,168
+544
+12% +$47.8K 0.06% 205
2021
Q2 		$378K Hold
4,624
– – 0.06% 166
2021
Q1 		$316K Sell
4,624
-13
-0.3% -$850 0.06% 171
2020
Q4 		$313K Sell
4,637
-4
-0.1% -$259 0.06% 163
2020
Q3 		$289K Hold
4,641
– – 0.06% 163
2020
Q2 		$264K Buy
+4,641
New +$240K 0.06% 174

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

Enterprise Financial Services Corp (EFSC)'s OTIS Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,363 shares — an estimated $206K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $425K in Q3 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 2,363 Otis Worldwide shares in Q1 2026, an estimated $206K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Otis Worldwide position peaked at $425K in Q3 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.