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F.L. Putnam Investment Management’s Otis Worldwide OTIS Stock Holding History

F.L. Putnam Investment 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 		– Sell
-2,481
Closed -$217K – 605
2025
Q4 		$217K Sell
2,481
-66
-3% -$5.9K ﹤0.01% 567
2025
Q3 		$233K Sell
2,547
-16
-0.6% -$1.45K ﹤0.01% 535
2025
Q2 		$254K Sell
2,563
-20
-0.8% -$1.93K ﹤0.01% 521
2025
Q1 		$267K Sell
2,583
-625
-19% -$61.1K 0.01% 511
2024
Q4 		$297K Sell
3,208
-173
-5% -$17.3K 0.01% 491
2024
Q3 		$346K Buy
3,381
+94
+3% +$8.96K 0.01% 482
2024
Q2 		$316K Sell
3,287
-687
-17% -$66.2K 0.01% 484
2024
Q1 		$395K Buy
3,974
+27
+0.7% +$2.5K 0.01% 370
2023
Q4 		$353K Sell
3,947
-118
-3% -$9.81K 0.01% 394
2023
Q3 		$326K Sell
4,065
-207
-5% -$17.7K 0.01% 398
2023
Q2 		$380K Buy
4,272
+470
+12% +$39.6K 0.01% 386
2023
Q1 		$321K Buy
3,802
+311
+9% +$25.7K 0.01% 354
2022
Q4 		$273K Sell
3,491
-55
-2% -$4.06K 0.01% 357
2022
Q3 		$226K Sell
3,546
-341
-9% -$24.9K 0.01% 372
2022
Q2 		$275K Sell
3,887
-1,244
-24% -$91.6K 0.01% 350
2022
Q1 		$395K Sell
5,131
-3,583
-41% -$286K 0.01% 306
2021
Q4 		$759K Buy
8,714
+3,108
+55% +$260K 0.02% 253
2021
Q3 		$461K Sell
5,606
-25
-0.4% -$2.2K 0.02% 282
2021
Q2 		$460K Sell
5,631
-42
-0.7% -$3.23K 0.02% 291
2021
Q1 		$388K Buy
5,673
+925
+19% +$60.5K 0.02% 278
2020
Q4 		$321K Sell
4,748
-231
-5% -$15K 0.02% 266
2020
Q3 		$311K Sell
4,979
-297
-6% -$18.2K 0.02% 243
2020
Q2 		$300K Buy
+5,276
New +$273K 0.02% 252

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

F.L. Putnam Investment Management's OTIS Position: Q1 2026 in Review

F.L. Putnam Investment Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,481 shares — an estimated $217K sold.

F.L. Putnam Investment Management first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $759K in Q4 2021. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • F.L. Putnam Investment Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 2,481 Otis Worldwide shares in Q1 2026, an estimated $217K.
  • F.L. Putnam Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • F.L. Putnam Investment Management's Otis Worldwide position peaked at $759K in Q4 2021.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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