FCH
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Freestone Capital Holdings’s Otis Worldwide OTIS Stock Holding History

Freestone Capital Holdings’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 		$398K Sell
5,161
-92
-2% -$8.05K 0.01% 377
2025
Q4 		$459K Sell
5,253
-573
-10% -$51.3K 0.01% 358
2025
Q3 		$533K Buy
5,826
+500
+9% +$45.4K 0.02% 336
2025
Q2 		$527K Buy
5,326
+16
+0.3% +$1.54K 0.02% 288
2025
Q1 		$548K Buy
5,310
+10
+0.2% +$977 0.02% 275
2024
Q4 		$491K Hold
5,300
– – 0.02% 292
2024
Q3 		$551K Buy
5,300
+19
+0.4% +$1.81K 0.02% 279
2024
Q2 		$508K Sell
5,281
-8
-0.2% -$771 0.02% 298
2024
Q1 		$525K Sell
5,289
-30
-0.6% -$2.77K 0.02% 293
2023
Q4 		$476K Sell
5,319
-5
-0.1% -$416 0.02% 277
2023
Q3 		$428K Sell
5,324
-123
-2% -$10.5K 0.02% 258
2023
Q2 		$485K Buy
5,447
+110
+2% +$9.27K 0.02% 256
2023
Q1 		$450K Sell
5,337
-96
-2% -$7.94K 0.02% 261
2022
Q4 		$425K Buy
5,433
+203
+4% +$15K 0.02% 261
2022
Q3 		$334K Sell
5,230
-119
-2% -$8.71K 0.02% 287
2022
Q2 		$378K Sell
5,349
-1,531
-22% -$113K 0.01% 302
2022
Q1 		$529K Buy
6,880
+1,221
+22% +$97.6K 0.02% 337
2021
Q4 		$493K Buy
5,659
+2,678
+90% +$224K 0.02% 318
2021
Q3 		$245K Buy
2,981
+117
+4% +$10.3K 0.01% 379
2021
Q2 		$234K Buy
+2,864
New +$220K 0.01% 376
2021
Q1 		– Sell
-3,003
Closed -$203K – 893
2020
Q4 		$203K Hold
3,003
– – 0.01% 342
2020
Q3 		$187K Sell
3,003
-998
-25% -$61K 0.01% 329
2020
Q2 		$227 Buy
+4,001
New +$207K ﹤0.01% 316

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

Freestone Capital Holdings's OTIS Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Otis Worldwide (OTIS) stake by 1.8% in Q1 2026, selling an estimated $8.05K and leaving 5,161 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #377.

Freestone Capital Holdings first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $551K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Freestone Capital Holdings held 5,161 shares of Otis Worldwide worth $398K as of Q1 2026.
  • Freestone Capital Holdings sold 92 Otis Worldwide shares in Q1 2026, an estimated $8.05K.
  • Otis Worldwide made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #377 holding.
  • Freestone Capital Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Freestone Capital Holdings's Otis Worldwide position peaked at $551K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.