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Fairscale Capital’s Otis Worldwide OTIS Stock Holding History

Fairscale Capital’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 		$925 Hold
12
– – ﹤0.01% 409
2025
Q4 		$1.05K Hold
12
– – ﹤0.01% 396
2025
Q3 		$1.1K Hold
12
– – ﹤0.01% 415
2025
Q2 		$1.03K Hold
12
– – ﹤0.01% 412
2025
Q1 		$1.24K Hold
12
– – ﹤0.01% 315
2024
Q4 		$1.11K Hold
12
– – ﹤0.01% 324
2024
Q3 		$1.25K Hold
12
– – ﹤0.01% 318
2024
Q2 		$1.2K Buy
+12
New +$1.16K ﹤0.01% 327

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

Fairscale Capital's OTIS Position: Q1 2026 in Review

Fairscale Capital held its Otis Worldwide (OTIS) position steady in Q1 2026 at 12 shares worth $925. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Fairscale Capital first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.25K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Fairscale Capital held 12 shares of Otis Worldwide worth $925 as of Q1 2026.
  • Fairscale Capital left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Fairscale Capital's portfolio in Q1 2026, its #409 holding.
  • Fairscale Capital first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
  • Fairscale Capital's Otis Worldwide position peaked at $1.25K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.