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Farmers Trust Company’s Otis Worldwide OTIS Stock Holding History

Farmers Trust Company’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
-2,417
Closed -$211K – 209
2025
Q4 		$211K Sell
2,417
-186
-7% -$16.6K 0.03% 191
2025
Q3 		$238K Buy
2,603
+186
+8% +$16.9K 0.04% 183
2025
Q2 		$239K Hold
2,417
– – 0.04% 178
2025
Q1 		$249K Sell
2,417
-33
-1% -$3.22K 0.05% 170
2024
Q4 		$227K Sell
2,450
-13
-0.5% -$1.3K 0.04% 178
2024
Q3 		$256K Buy
2,463
+13
+0.5% +$1.24K 0.05% 169
2024
Q2 		$236K Hold
2,450
– – 0.05% 163
2024
Q1 		$243K Hold
2,450
– – 0.05% 159
2023
Q4 		$219K Buy
+2,450
New +$204K 0.05% 160
2023
Q3 		– Sell
-2,700
Closed -$240K – 160
2023
Q2 		$240K Hold
2,700
– – 0.05% 145
2023
Q1 		$228K Sell
2,700
-25
-0.9% -$2.07K 0.05% 144
2022
Q4 		$213K Buy
+2,725
New +$201K 0.05% 154
2022
Q3 		– Sell
-2,912
Closed -$206K – 152
2022
Q2 		$206K Buy
2,912
+80
+3% +$5.89K 0.05% 147
2022
Q1 		$218K Sell
2,832
-120
-4% -$9.59K 0.05% 157
2021
Q4 		$257K Sell
2,952
-5
-0.2% -$419 0.05% 144
2021
Q3 		$244K Sell
2,957
-10
-0.3% -$879 0.05% 147
2021
Q2 		$242K Sell
2,967
-57
-2% -$4.39K 0.05% 144
2021
Q1 		$207K Sell
3,024
-250
-8% -$16.3K 0.05% 161
2020
Q4 		$222K Hold
3,274
– – 0.05% 146
2020
Q3 		$204K Buy
+3,274
New +$200K 0.06% 142

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Farmers Trust Company's OTIS Position: Q1 2026 in Review

Farmers Trust Company sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,417 shares — an estimated $211K sold.

Farmers Trust Company first reported a position in OTIS in Q3 2020 and held it in 20 quarters. The position peaked at $257K in Q4 2021. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Farmers Trust Company reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Farmers Trust Company sold 2,417 Otis Worldwide shares in Q1 2026, an estimated $211K.
  • Farmers Trust Company first reported a position in Otis Worldwide in Q3 2020 and held it in 20 quarters.
  • Farmers Trust Company's Otis Worldwide position peaked at $257K in Q4 2021.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Farmers Trust Company's 13F filing for Q1 2026, filed 7 Apr 2026.