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GFI Investment Counsel’s Otis Worldwide OTIS Stock Holding History

GFI Investment Counsel’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 		$45.1M Sell
585,364
-55,677
-9% -$4.87M 6.17% 11
2025
Q4 		$56M Sell
641,041
-4,498
-0.7% -$402K 5.97% 12
2025
Q3 		$59M Buy
+645,539
New +$58.6M 6.14% 12

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 $315B AUM 27.84% 1-Year Est. Return

GFI Investment Counsel's OTIS Position: Q1 2026 in Review

GFI Investment Counsel reduced its Otis Worldwide (OTIS) stake by 8.7% in Q1 2026, selling an estimated $4.87M and leaving 585,364 shares worth $45.1M. The position accounts for 6.17% of the portfolio, ranked #11.

GFI Investment Counsel first reported a position in OTIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $59M in Q3 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • GFI Investment Counsel held 585,364 shares of Otis Worldwide worth $45.1M as of Q1 2026.
  • GFI Investment Counsel sold 55,677 Otis Worldwide shares in Q1 2026, an estimated $4.87M.
  • Otis Worldwide made up 6.17% of GFI Investment Counsel's portfolio in Q1 2026, its #11 holding.
  • GFI Investment Counsel first reported a position in Otis Worldwide in Q3 2025 and has held it in 3 quarters since.
  • GFI Investment Counsel's Otis Worldwide position peaked at $59M in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on GFI Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.