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Founders Capital Management (Connecticut)’s Otis Worldwide OTIS Stock Holding History

Founders Capital Management (Connecticut)’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
-2,537
Closed -$222K – 78
2025
Q4 		$222K Hold
2,537
– – 0.03% 76
2025
Q3 		$232K Hold
2,537
– – 0.04% 75
2025
Q2 		$251K Hold
2,537
– – 0.04% 74
2025
Q1 		$262K Hold
2,537
– – 0.05% 70
2024
Q4 		$235K Hold
2,537
– – 0.04% 70
2024
Q3 		$264K Sell
2,537
-75
-3% -$7.15K 0.05% 72
2024
Q2 		$251K Buy
2,612
+87
+3% +$8.38K 0.05% 74
2024
Q1 		$251K Buy
2,525
+75
+3% +$6.93K 0.05% 78
2023
Q4 		$219K Buy
+2,450
New +$204K 0.04% 77
2023
Q3 		– Sell
-2,450
Closed -$218K – 77
2023
Q2 		$218K Hold
2,450
– – 0.05% 75
2023
Q1 		$207K Buy
+2,450
New +$203K 0.05% 72
2022
Q1 		– Sell
-2,342
Closed -$204K – 71
2021
Q4 		$204K Buy
+2,342
New +$196K 0.04% 65
2021
Q1 		– Sell
-30,812
Closed -$2.08M – 75
2020
Q4 		$2.08M Sell
30,812
-1,036
-3% -$67.2K 0.6% 37
2020
Q3 		$1.99M Sell
31,848
-559
-2% -$34.2K 0.63% 34
2020
Q2 		$1.84M Buy
+32,407
New +$1.68M 0.63% 33

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

Founders Capital Management (Connecticut)'s OTIS Position: Q1 2026 in Review

Founders Capital Management (Connecticut) sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,537 shares — an estimated $222K sold.

Founders Capital Management (Connecticut) first reported a position in OTIS in Q2 2020 and held it in 15 quarters. The position peaked at $2.08M in Q4 2020. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Founders Capital Management (Connecticut) reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Founders Capital Management (Connecticut) sold 2,537 Otis Worldwide shares in Q1 2026, an estimated $222K.
  • Founders Capital Management (Connecticut) first reported a position in Otis Worldwide in Q2 2020 and held it in 15 quarters.
  • Founders Capital Management (Connecticut)'s Otis Worldwide position peaked at $2.08M in Q4 2020.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q1 2026, filed 23 Apr 2026.