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Glenmede Trust’s Otis Worldwide OTIS Stock Holding History

Glenmede Trust’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 		$1.46M Sell
18,899
-2,527
-12% -$221K 0.01% 641
2025
Q4 		$1.87M Buy
+21,426
New +$1.92M 0.01% 578
2025
Q1 		$2.63M Sell
25,505
-1,108
-4% -$108K 0.01% 520
2024
Q4 		$2.46M Sell
26,613
-17,458
-40% -$1.75M 0.01% 515
2024
Q3 		$4.58M Sell
44,071
-2,933
-6% -$279K 0.02% 450
2024
Q2 		$4.52M Buy
47,004
+3,076
+7% +$296K 0.02% 446
2024
Q1 		$4.36M Sell
43,928
-764
-2% -$70.6K 0.02% 451
2023
Q4 		$4M Sell
44,692
-1,907
-4% -$159K 0.02% 450
2023
Q3 		$3.74M Sell
46,599
-20,292
-30% -$1.74M 0.02% 433
2023
Q2 		$5.65M Hold
66,891
– – 0.03% 400
2023
Q1 		$5.65M Buy
66,891
+13,388
+25% +$1.11M 0.03% 399
2022
Q4 		$4.19M Sell
53,503
-1,899
-3% -$140K 0.02% 432
2022
Q3 		$3.53M Sell
55,402
-12,618
-19% -$923K 0.02% 428
2022
Q2 		$4.8M Buy
68,020
+10,204
+18% +$752K 0.03% 408
2022
Q1 		$4.45M Sell
57,816
-1,373
-2% -$110K 0.02% 426
2021
Q4 		$5.15M Sell
59,189
-4,077
-6% -$341K 0.02% 429
2021
Q3 		$5.2M Sell
63,266
-4,538
-7% -$399K 0.03% 412
2021
Q2 		$5.54M Sell
67,804
-9,825
-13% -$756K 0.03% 395
2021
Q1 		$5.31M Sell
77,629
-34,957
-31% -$2.29M 0.03% 387
2020
Q4 		$7.6M Sell
112,586
-46,089
-29% -$2.99M 0.04% 355
2020
Q3 		$9.9M Sell
158,675
-43,979
-22% -$2.69M 0.06% 303
2020
Q2 		$11.5M Buy
+202,654
New +$10.5M 0.07% 287

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

Glenmede Trust's OTIS Position: Q1 2026 in Review

Glenmede Trust reduced its Otis Worldwide (OTIS) stake by 12% in Q1 2026, selling an estimated $221K and leaving 18,899 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #641.

Glenmede Trust first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $11.5M in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Glenmede Trust held 18,899 shares of Otis Worldwide worth $1.46M as of Q1 2026.
  • Glenmede Trust sold 2,527 Otis Worldwide shares in Q1 2026, an estimated $221K.
  • Otis Worldwide made up 0.01% of Glenmede Trust's portfolio in Q1 2026, its #641 holding.
  • Glenmede Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • Glenmede Trust's Otis Worldwide position peaked at $11.5M in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.