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Foster & Motley’s Otis Worldwide OTIS Stock Holding History

Foster & Motley’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 		$248K Hold
3,218
– – 0.01% 375
2025
Q4 		$281K Hold
3,218
– – 0.02% 353
2025
Q3 		$294K Sell
3,218
-252
-7% -$22.9K 0.02% 343
2025
Q2 		$344K Sell
3,470
-116
-3% -$11.2K 0.02% 330
2025
Q1 		$370K Sell
3,586
-148
-4% -$14.5K 0.02% 313
2024
Q4 		$346K Hold
3,734
– – 0.02% 317
2024
Q3 		$388K Buy
3,734
+29
+0.8% +$2.76K 0.02% 307
2024
Q2 		$357K Sell
3,705
-65
-2% -$6.26K 0.02% 306
2024
Q1 		$374K Hold
3,770
– – 0.03% 292
2023
Q4 		$337K Buy
3,770
+65
+2% +$5.41K 0.03% 307
2023
Q3 		$298K Sell
3,705
-621
-14% -$53.1K 0.02% 322
2023
Q2 		$385K Sell
4,326
-348
-7% -$29.3K 0.03% 310
2023
Q1 		$394K Hold
4,674
– – 0.03% 305
2022
Q4 		$366K Sell
4,674
-5
-0.1% -$369 0.03% 308
2022
Q3 		$299K Sell
4,679
-401
-8% -$29.3K 0.03% 305
2022
Q2 		$359K Sell
5,080
-37
-0.7% -$2.73K 0.03% 286
2022
Q1 		$394K Sell
5,117
-94
-2% -$7.51K 0.03% 280
2021
Q4 		$454K Buy
5,211
+35
+0.7% +$2.93K 0.04% 261
2021
Q3 		$426K Hold
5,176
– – 0.04% 252
2021
Q2 		$423K Sell
5,176
-52
-1% -$4K 0.04% 250
2021
Q1 		$358K Sell
5,228
-42
-0.8% -$2.75K 0.03% 249
2020
Q4 		$356K Sell
5,270
-134
-2% -$8.69K 0.03% 239
2020
Q3 		$337K Sell
5,404
-10,720
-66% -$656K 0.04% 222
2020
Q2 		$917K Buy
+16,124
New +$835K 0.11% 153

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 & Motley's OTIS Position: Q1 2026 in Review

Foster & Motley held its Otis Worldwide (OTIS) position steady in Q1 2026 at 3,218 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #375.

Foster & Motley first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $917K in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Foster & Motley held 3,218 shares of Otis Worldwide worth $248K as of Q1 2026.
  • Foster & Motley left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Foster & Motley's portfolio in Q1 2026, its #375 holding.
  • Foster & Motley first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Foster & Motley's Otis Worldwide position peaked at $917K in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.