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Excalibur Management’s Otis Worldwide OTIS Stock Holding History

Excalibur 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 		$339K Sell
4,398
-37
-0.8% -$3.24K 0.12% 127
2025
Q4 		$387K Hold
4,435
– – 0.14% 119
2025
Q3 		$405K Hold
4,435
– – 0.15% 118
2025
Q2 		$439K Sell
4,435
-90
-2% -$8.69K 0.16% 112
2025
Q1 		$467K Hold
4,525
– – 0.18% 104
2024
Q4 		$419K Sell
4,525
-11
-0.2% -$1.1K 0.17% 108
2024
Q3 		$471K Sell
4,536
-191
-4% -$18.2K 0.18% 108
2024
Q2 		$455K Sell
4,727
-29
-0.6% -$2.79K 0.19% 107
2024
Q1 		$472K Buy
4,756
+24
+0.5% +$2.22K 0.2% 102
2023
Q4 		$423K Sell
4,732
-91
-2% -$7.57K 0.2% 105
2023
Q3 		$387K Hold
4,823
– – 0.2% 104
2023
Q2 		$429K Sell
4,823
-172
-3% -$14.5K 0.22% 97
2023
Q1 		$422K Sell
4,995
-47
-0.9% -$3.89K 0.22% 100
2022
Q4 		$395K Buy
5,042
+5
+0.1% +$369 0.21% 102
2022
Q3 		$321K Sell
5,037
-49
-1% -$3.58K 0.18% 111
2022
Q2 		$359K Sell
5,086
-696
-12% -$51.3K 0.19% 109
2022
Q1 		$445K Sell
5,782
-26
-0.4% -$2.08K 0.19% 107
2021
Q4 		$506K Sell
5,808
-8
-0.1% -$670 0.2% 100
2021
Q3 		$479K Sell
5,816
-8
-0.1% -$703 0.21% 100
2021
Q2 		$476K Sell
5,824
-17
-0.3% -$1.31K 0.22% 99
2021
Q1 		$400K Sell
5,841
-148
-2% -$9.68K 0.2% 102
2020
Q4 		$405K Sell
5,989
-933
-13% -$60.5K 0.22% 96
2020
Q3 		$432K Buy
6,922
+4
+0.1% +$245 0.26% 78
2020
Q2 		$393K Buy
+6,918
New +$358K 0.26% 72

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

Excalibur Management's OTIS Position: Q1 2026 in Review

Excalibur Management reduced its Otis Worldwide (OTIS) stake by 0.83% in Q1 2026, selling an estimated $3.24K and leaving 4,398 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #127.

Excalibur Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $506K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Excalibur Management held 4,398 shares of Otis Worldwide worth $339K as of Q1 2026.
  • Excalibur Management sold 37 Otis Worldwide shares in Q1 2026, an estimated $3.24K.
  • Otis Worldwide made up 0.12% of Excalibur Management's portfolio in Q1 2026, its #127 holding.
  • Excalibur Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Excalibur Management's Otis Worldwide position peaked at $506K in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.