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Foster Dykema Cabot & Partners’s Otis Worldwide OTIS Stock Holding History

Foster Dykema Cabot & Partners’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 		$105K Hold
1,366
– – 0.01% 146
2025
Q4 		$119K Hold
1,366
– – 0.01% 151
2025
Q3 		$125K Hold
1,366
– – 0.01% 158
2025
Q2 		$135K Hold
1,366
– – 0.01% 146
2025
Q1 		$141K Hold
1,366
– – 0.01% 140
2024
Q4 		$127K Hold
1,366
– – 0.01% 157
2024
Q3 		$142K Buy
1,366
+48
+4% +$4.57K 0.01% 153
2024
Q2 		$127K Hold
1,318
– – 0.01% 132
2024
Q1 		$131K Hold
1,318
– – 0.01% 127
2023
Q4 		$118K Buy
+1,318
New +$110K 0.01% 126

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

Foster Dykema Cabot & Partners's OTIS Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Otis Worldwide (OTIS) position steady in Q1 2026 at 1,366 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #146.

Foster Dykema Cabot & Partners first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $142K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Foster Dykema Cabot & Partners held 1,366 shares of Otis Worldwide worth $105K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #146 holding.
  • Foster Dykema Cabot & Partners first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Foster Dykema Cabot & Partners's Otis Worldwide position peaked at $142K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.