FG
OTIS icon

Fairman Group’s Otis Worldwide OTIS Stock Holding History

Fairman Group’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 		$308 Hold
4
– – ﹤0.01% 311
2025
Q4 		$349 Sell
4
-4
-50% -$358 ﹤0.01% 317
2025
Q3 		$731 Hold
8
– – ﹤0.01% 248
2025
Q2 		$792 Hold
8
– – ﹤0.01% 227
2025
Q1 		$741 Hold
8
– – ﹤0.01% 225
2024
Q4 		$741 Hold
8
– – ﹤0.01% 294
2024
Q3 		$832 Hold
8
– – ﹤0.01% 339
2024
Q2 		$770 Hold
8
– – ﹤0.01% 342
2024
Q1 		$794 Hold
8
– – ﹤0.01% 336
2023
Q4 		$716 Buy
+8
New +$665 ﹤0.01% 336

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

Fairman Group's OTIS Position: Q1 2026 in Review

Fairman Group held its Otis Worldwide (OTIS) position steady in Q1 2026 at 4 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Fairman Group first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $832 in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Fairman Group held 4 shares of Otis Worldwide worth $308 as of Q1 2026.
  • Fairman Group left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Fairman Group's portfolio in Q1 2026, its #311 holding.
  • Fairman Group first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Fairman Group's Otis Worldwide position peaked at $832 in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.