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Essex Savings Bank’s Otis Worldwide OTIS Stock Holding History

Essex Savings Bank’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
-2,535
Closed -$221K – 320
2025
Q4 		$221K Hold
2,535
– – 0.05% 288
2025
Q3 		$232K Sell
2,535
-600
-19% -$54.5K 0.05% 278
2025
Q2 		$310K Sell
3,135
-308
-9% -$29.7K 0.07% 213
2025
Q1 		$355K Sell
3,443
-25
-0.7% -$2.44K 0.09% 192
2024
Q4 		$321K Hold
3,468
– – 0.08% 204
2024
Q3 		$360K Buy
3,468
+16
+0.5% +$1.52K 0.09% 188
2024
Q2 		$332K Buy
3,452
+455
+15% +$43.8K 0.09% 180
2024
Q1 		$268K Hold
2,997
– – 0.08% 210
2023
Q4 		$268K Hold
2,997
– – 0.08% 209
2023
Q3 		$241K Buy
2,997
+87
+3% +$7.44K 0.08% 203
2023
Q2 		$259K Buy
2,910
+100
+4% +$8.43K 0.09% 190
2023
Q1 		$237K Hold
2,810
– – 0.08% 199
2022
Q4 		$220K Buy
+2,810
New +$207K 0.08% 208
2022
Q3 		– Sell
-3,015
Closed -$213K – 217
2022
Q2 		$213K Sell
3,015
-10
-0.3% -$737 0.08% 199
2022
Q1 		$233K Hold
3,025
– – 0.08% 203
2021
Q4 		$263K Sell
3,025
-242
-7% -$20.3K 0.09% 182
2021
Q3 		$301K Buy
3,267
+343
+12% +$30.2K 0.11% 167
2021
Q2 		$229K Sell
2,924
-219
-7% -$16.9K 0.09% 196
2021
Q1 		$200K Sell
3,143
-340
-10% -$22.2K 0.09% 196
2020
Q4 		$235K Sell
3,483
-740
-18% -$48K 0.1% 171
2020
Q3 		$264K Sell
4,223
-483
-10% -$29.5K 0.13% 156
2020
Q2 		$267K Buy
+4,706
New +$244K 0.16% 139

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 $315B AUM 27.84% 1-Year Est. Return

Essex Savings Bank's OTIS Position: Q1 2026 in Review

Essex Savings Bank sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,535 shares — an estimated $221K sold.

Essex Savings Bank first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $360K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Essex Savings Bank reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Essex Savings Bank sold 2,535 Otis Worldwide shares in Q1 2026, an estimated $221K.
  • Essex Savings Bank first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
  • Essex Savings Bank's Otis Worldwide position peaked at $360K in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Essex Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.