GI
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GAMCO Investors’s Otis Worldwide OTIS Stock Holding History

GAMCO Investors’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 		$224K Sell
2,900
-800
-22% -$70K ﹤0.01% 944
2025
Q4 		$323K Hold
3,700
– – ﹤0.01% 907
2025
Q3 		$338K Hold
3,700
– – ﹤0.01% 892
2025
Q2 		$366K Hold
3,700
– – ﹤0.01% 894
2025
Q1 		$382K Sell
3,700
-20
-0.5% -$1.95K ﹤0.01% 714
2024
Q4 		$345K Hold
3,720
– – ﹤0.01% 752
2024
Q3 		$387K Hold
3,720
– – ﹤0.01% 732
2024
Q2 		$358K Sell
3,720
-26
-0.7% -$2.51K ﹤0.01% 739
2024
Q1 		$372K Sell
3,746
-100
-3% -$9.24K ﹤0.01% 730
2023
Q4 		$344K Sell
3,846
-1,500
-28% -$125K ﹤0.01% 734
2023
Q3 		$429K Sell
5,346
-1,450
-21% -$124K 0.01% 697
2023
Q2 		$605K Sell
6,796
-8
-0.1% -$674 0.01% 656
2023
Q1 		$574K Sell
6,804
-1,700
-20% -$141K 0.01% 676
2022
Q4 		$666K Sell
8,504
-1,330
-14% -$98.2K 0.01% 659
2022
Q3 		$627K Hold
9,834
– – 0.01% 649
2022
Q2 		$695K Sell
9,834
-4,750
-33% -$350K 0.01% 644
2022
Q1 		$1.12M Sell
14,584
-2,866
-16% -$229K 0.01% 595
2021
Q4 		$1.52M Sell
17,450
-4,160
-19% -$348K 0.01% 551
2021
Q3 		$1.78M Sell
21,610
-679
-3% -$59.7K 0.02% 528
2021
Q2 		$1.82M Sell
22,289
-3,505
-14% -$270K 0.02% 539
2021
Q1 		$1.77M Sell
25,794
-3,050
-11% -$199K 0.02% 534
2020
Q4 		$1.95M Buy
28,844
+413
+1% +$26.8K 0.02% 489
2020
Q3 		$1.77M Sell
28,431
-8,068
-22% -$493K 0.02% 481
2020
Q2 		$2.08M Buy
+36,499
New +$1.89M 0.02% 453

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

GAMCO Investors's OTIS Position: Q1 2026 in Review

GAMCO Investors reduced its Otis Worldwide (OTIS) stake by 22% in Q1 2026, selling an estimated $70K and leaving 2,900 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

GAMCO Investors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.08M in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • GAMCO Investors held 2,900 shares of Otis Worldwide worth $224K as of Q1 2026.
  • GAMCO Investors sold 800 Otis Worldwide shares in Q1 2026, an estimated $70K.
  • Otis Worldwide made up ﹤0.01% of GAMCO Investors's portfolio in Q1 2026, its #944 holding.
  • GAMCO Investors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • GAMCO Investors's Otis Worldwide position peaked at $2.08M in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on GAMCO Investors's 13F filing for Q1 2026, filed 14 May 2026.