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Fiduciary Trust’s Otis Worldwide OTIS Stock Holding History

Fiduciary Trust’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 		$2.16M Sell
28,057
-2,525
-8% -$221K 0.03% 268
2025
Q4 		$2.67M Sell
30,582
-556
-2% -$49.7K 0.03% 243
2025
Q3 		$2.85M Sell
31,138
-1,919
-6% -$174K 0.03% 235
2025
Q2 		$3.27M Sell
33,057
-5,328
-14% -$514K 0.04% 214
2025
Q1 		$3.96M Sell
38,385
-1,882
-5% -$184K 0.05% 196
2024
Q4 		$3.73M Buy
40,267
+719
+2% +$72.1K 0.05% 197
2024
Q3 		$4.11M Sell
39,548
-3,098
-7% -$295K 0.06% 187
2024
Q2 		$4.11M Sell
42,646
-629
-1% -$60.6K 0.06% 178
2024
Q1 		$4.3M Buy
43,275
+1,432
+3% +$132K 0.07% 167
2023
Q4 		$3.74M Sell
41,843
-919
-2% -$76.4K 0.06% 178
2023
Q3 		$3.43M Sell
42,762
-4,261
-9% -$364K 0.06% 177
2023
Q2 		$4.19M Sell
47,023
-1,590
-3% -$134K 0.07% 159
2023
Q1 		$4.1M Sell
48,613
-1,435
-3% -$119K 0.08% 163
2022
Q4 		$3.92M Sell
50,048
-1,941
-4% -$143K 0.08% 173
2022
Q3 		$3.32M Sell
51,989
-1,464
-3% -$107K 0.07% 178
2022
Q2 		$3.78M Sell
53,453
-6,193
-10% -$456K 0.08% 169
2022
Q1 		$4.59M Sell
59,646
-3,814
-6% -$305K 0.08% 169
2021
Q4 		$5.53M Sell
63,460
-1,373
-2% -$115K 0.09% 161
2021
Q3 		$5.33M Sell
64,833
-6,008
-8% -$528K 0.09% 160
2021
Q2 		$5.79M Sell
70,841
-1,833
-3% -$141K 0.11% 153
2021
Q1 		$4.97M Sell
72,674
-4,799
-6% -$314K 0.1% 156
2020
Q4 		$5.23M Sell
77,473
-4,762
-6% -$309K 0.11% 145
2020
Q3 		$5.13M Sell
82,235
-13,621
-14% -$833K 0.12% 134
2020
Q2 		$5.45M Buy
+95,856
New +$4.97M 0.13% 128

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

Fiduciary Trust's OTIS Position: Q1 2026 in Review

Fiduciary Trust reduced its Otis Worldwide (OTIS) stake by 8.3% in Q1 2026, selling an estimated $221K and leaving 28,057 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #268.

Fiduciary Trust first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.79M in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Fiduciary Trust held 28,057 shares of Otis Worldwide worth $2.16M as of Q1 2026.
  • Fiduciary Trust sold 2,525 Otis Worldwide shares in Q1 2026, an estimated $221K.
  • Otis Worldwide made up 0.03% of Fiduciary Trust's portfolio in Q1 2026, its #268 holding.
  • Fiduciary Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Fiduciary Trust's Otis Worldwide position peaked at $5.79M in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.