Everence Capital Management’s Otis Worldwide OTIS Stock Holding History

Everence Capital 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	$1.03M	Sell	13,433 -3,347	-20%	-$293K	0.06%	236
2025 Q4	$1.47M	Hold	16,780	–	–	0.09%	186
2025 Q3	$1.53M	Hold	16,780	–	–	0.09%	175
2025 Q2	$1.66M	Hold	16,780	–	–	0.11%	163
2025 Q1	$1.73M	Hold	16,780	–	–	0.12%	156
2024 Q4	$1.55M	Sell	16,780 -3,700	-18%	-$371K	0.1%	165
2024 Q3	$2.13M	Sell	20,480 -4,950	-19%	-$472K	0.13%	133
2024 Q2	$2.32K	Hold	25,430	–	–	0.16%	115
2024 Q1	$2.52K	Hold	25,430	–	–	0.17%	115
2023 Q4	$2.27M	Hold	25,430	–	–	0.16%	115
2023 Q3	$2.04K	Hold	25,430	–	–	0.16%	117
2023 Q2	$2.02M	Hold	25,430	–	–	0.16%	114
2023 Q1	$2.15K	Hold	25,430	–	–	0.18%	113
2022 Q4	$1.99K	Buy	25,430 +6,540	+35%	+$483K	0.17%	114
2022 Q3	$1.21M	Buy	18,890 +4,950	+36%	+$362K	0.11%	161
2022 Q2	$985K	Buy	13,940 +4,680	+51%	+$345K	0.09%	187
2022 Q1	$713K	Hold	9,260	–	–	0.05%	283
2021 Q4	$806K	Sell	9,260 -1,530	-14%	-$128K	0.06%	269
2021 Q3	$888K	Hold	10,790	–	–	0.07%	223
2021 Q2	$882K	Hold	10,790	–	–	0.07%	228
2021 Q1	$739K	Hold	10,790	–	–	0.07%	239
2020 Q4	$729K	Hold	10,790	–	–	0.07%	233
2020 Q3	$674K	Buy	+10,790	New	+$660K	0.07%	215

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Everence Capital Management's OTIS Position: Q1 2026 in Review

Everence Capital Management reduced its Otis Worldwide (OTIS) stake by 20% in Q1 2026, selling an estimated $293K and leaving 13,433 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #236.

Everence Capital Management first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.27M in Q4 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Everence Capital Management held 13,433 shares of Otis Worldwide worth $1.03M as of Q1 2026.
Everence Capital Management sold 3,347 Otis Worldwide shares in Q1 2026, an estimated $293K.
Otis Worldwide made up 0.06% of Everence Capital Management's portfolio in Q1 2026, its #236 holding.
Everence Capital Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
Everence Capital Management's Otis Worldwide position peaked at $2.27M in Q4 2023.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.