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Gables Capital Management’s Otis Worldwide OTIS Stock Holding History

Gables Capital Management’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 		$36.6K Hold
475
– – 0.02% 251
2025
Q4 		$41.5K Hold
475
– – 0.02% 232
2025
Q3 		$43.4K Hold
475
– – 0.02% 225
2025
Q2 		$47K Sell
475
-100
-17% -$9.65K 0.02% 212
2025
Q1 		$59.3K Hold
575
– – 0.03% 200
2024
Q4 		$53.3K Hold
575
– – 0.03% 207
2024
Q3 		$59.8K Hold
575
– – 0.03% 197
2024
Q2 		$55.4K Hold
575
– – 0.03% 194
2024
Q1 		$57.1K Hold
575
– – 0.03% 195
2023
Q4 		$51.4K Hold
575
– – 0.03% 190
2023
Q3 		$46.2K Hold
575
– – 0.03% 188
2023
Q2 		$51.2K Hold
575
– – 0.03% 186
2023
Q1 		$48.5K Sell
575
-600
-51% -$49.6K 0.03% 198
2022
Q4 		$92K Hold
1,175
– – 0.07% 152
2022
Q3 		$75K Hold
1,175
– – 0.06% 160
2022
Q2 		$83K Hold
1,175
– – 0.06% 160
2022
Q1 		$90K Hold
1,175
– – 0.06% 167
2021
Q4 		$102K Hold
1,175
– – 0.06% 157
2021
Q3 		$97K Hold
1,175
– – 0.06% 154
2021
Q2 		$96K Sell
1,175
-636
-35% -$48.9K 0.07% 152
2021
Q1 		$124K Hold
1,811
– – 0.07% 148
2020
Q4 		$122K Hold
1,811
– – 0.07% 146
2020
Q3 		$113K Hold
1,811
– – 0.07% 143
2020
Q2 		$103K Buy
+1,811
New +$93.8K 0.07% 146

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

Gables Capital Management's OTIS Position: Q1 2026 in Review

Gables Capital Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 475 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #251.

Gables Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $124K in Q1 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Gables Capital Management held 475 shares of Otis Worldwide worth $36.6K as of Q1 2026.
  • Gables Capital Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.02% of Gables Capital Management's portfolio in Q1 2026, its #251 holding.
  • Gables Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Gables Capital Management's Otis Worldwide position peaked at $124K in Q1 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Gables Capital Management's 13F filing for Q1 2026, filed 1 May 2026.