EWM
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Evercore Wealth Management’s Otis Worldwide OTIS Stock Holding History

Evercore Wealth 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 		$1.66M Sell
21,531
-3,910
-15% -$342K 0.03% 168
2025
Q4 		$2.22M Hold
25,441
– – 0.03% 153
2025
Q3 		$2.33M Sell
25,441
-1,672
-6% -$152K 0.03% 149
2025
Q2 		$2.68M Buy
27,113
+49
+0.2% +$4.73K 0.04% 137
2025
Q1 		$2.79M Sell
27,064
-404
-1% -$39.5K 0.04% 138
2024
Q4 		$2.54M Sell
27,468
-4
-0% -$401 0.04% 142
2024
Q3 		$2.86M Sell
27,472
-240
-0.9% -$22.9K 0.04% 136
2024
Q2 		$2.67M Sell
27,712
-9
-0% -$867 0.04% 137
2024
Q1 		$2.75M Sell
27,721
-565
-2% -$52.2K 0.04% 140
2023
Q4 		$2.53M Sell
28,286
-80
-0.3% -$6.65K 0.04% 142
2023
Q3 		$2.28M Buy
28,366
+702
+3% +$60K 0.04% 139
2023
Q2 		$2.46M Sell
27,664
-119
-0.4% -$10K 0.05% 141
2023
Q1 		$2.34M Buy
27,783
+85
+0.3% +$7.03K 0.05% 142
2022
Q4 		$2.17M Sell
27,698
-214
-0.8% -$15.8K 0.05% 147
2022
Q3 		$1.78M Sell
27,912
-131
-0.5% -$9.58K 0.04% 146
2022
Q2 		$1.98M Hold
28,043
– – 0.04% 145
2022
Q1 		$2.16M Sell
28,043
-171
-0.6% -$13.7K 0.04% 158
2021
Q4 		$2.46M Sell
28,214
-585
-2% -$49K 0.04% 151
2021
Q3 		$2.37M Hold
28,799
– – 0.04% 157
2021
Q2 		$2.36M Sell
28,799
-13
-0% -$1K 0.04% 159
2021
Q1 		$1.97M Sell
28,812
-2,738
-9% -$179K 0.04% 172
2020
Q4 		$2.13M Sell
31,550
-2,281
-7% -$148K 0.05% 151
2020
Q3 		$2.11M Sell
33,831
-884
-3% -$54.1K 0.05% 143
2020
Q2 		$1.97M Buy
+34,715
New +$1.8M 0.05% 142

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

Evercore Wealth Management's OTIS Position: Q1 2026 in Review

Evercore Wealth Management reduced its Otis Worldwide (OTIS) stake by 15% in Q1 2026, selling an estimated $342K and leaving 21,531 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #168.

Evercore Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.86M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Evercore Wealth Management held 21,531 shares of Otis Worldwide worth $1.66M as of Q1 2026.
  • Evercore Wealth Management sold 3,910 Otis Worldwide shares in Q1 2026, an estimated $342K.
  • Otis Worldwide made up 0.03% of Evercore Wealth Management's portfolio in Q1 2026, its #168 holding.
  • Evercore Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Evercore Wealth Management's Otis Worldwide position peaked at $2.86M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.