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Essex Financial Services’s Otis Worldwide OTIS Stock Holding History

Essex Financial Services’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 		$1.29M Sell
16,800
-1,594
-9% -$139K 0.07% 231
2025
Q4 		$1.61M Sell
18,394
-814
-4% -$72.8K 0.09% 197
2025
Q3 		$1.76M Buy
19,208
+167
+0.9% +$15.2K 0.11% 179
2025
Q2 		$1.89M Buy
19,041
+113
+0.6% +$10.9K 0.12% 163
2025
Q1 		$1.95M Buy
18,928
+458
+2% +$44.7K 0.14% 145
2024
Q4 		$1.71M Sell
18,470
-216
-1% -$21.7K 0.12% 158
2024
Q3 		$1.92M Sell
18,686
-775
-4% -$73.8K 0.14% 137
2024
Q2 		$1.8M Buy
19,461
+2,488
+15% +$240K 0.13% 149
2024
Q1 		$1.68M Sell
16,973
-222
-1% -$20.5K 0.16% 136
2023
Q4 		$1.54M Sell
17,195
-2,957
-15% -$246K 0.16% 132
2023
Q3 		$1.62M Buy
20,152
+2,856
+17% +$244K 0.19% 112
2023
Q2 		$1.54M Buy
17,296
+1,918
+12% +$162K 0.18% 123
2023
Q1 		$1.3M Buy
15,378
+610
+4% +$50.5K 0.14% 154
2022
Q4 		$1.16M Sell
14,768
-50
-0.3% -$3.69K 0.12% 160
2022
Q3 		$945K Sell
14,818
-714
-5% -$52.2K 0.11% 172
2022
Q2 		$1.1M Buy
15,532
+368
+2% +$27.1K 0.12% 166
2022
Q1 		$1.17M Sell
15,164
-1,658
-10% -$133K 0.11% 182
2021
Q4 		$1.47M Sell
16,822
-199
-1% -$16.7K 0.14% 153
2021
Q3 		$1.4M Buy
17,021
+3,814
+29% +$335K 0.16% 145
2021
Q2 		$904K Hold
13,207
– – 0.13% 166
2021
Q1 		$904K Sell
13,207
-1,519
-10% -$99.3K 0.16% 142
2020
Q4 		$994K Buy
14,726
+1,055
+8% +$68.4K 0.2% 113
2020
Q3 		$853K Buy
13,671
+2,021
+17% +$124K 0.21% 110
2020
Q2 		$662K Buy
+11,650
New +$604K 0.2% 112

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

Essex Financial Services's OTIS Position: Q1 2026 in Review

Essex Financial Services reduced its Otis Worldwide (OTIS) stake by 8.7% in Q1 2026, selling an estimated $139K and leaving 16,800 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #231.

Essex Financial Services first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.95M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Essex Financial Services held 16,800 shares of Otis Worldwide worth $1.29M as of Q1 2026.
  • Essex Financial Services sold 1,594 Otis Worldwide shares in Q1 2026, an estimated $139K.
  • Otis Worldwide made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #231 holding.
  • Essex Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Essex Financial Services's Otis Worldwide position peaked at $1.95M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.