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Glenview Trust’s Otis Worldwide OTIS Stock Holding History

Glenview 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 		$464K Sell
6,016
-664
-10% -$58.1K 0.01% 371
2025
Q4 		$583K Sell
6,680
-293
-4% -$26.2K 0.01% 347
2025
Q3 		$638K Sell
6,973
-51
-0.7% -$4.63K 0.01% 348
2025
Q2 		$696K Sell
7,024
-392
-5% -$37.8K 0.01% 327
2025
Q1 		$765K Sell
7,416
-979
-12% -$95.6K 0.01% 295
2024
Q4 		$777K Hold
8,395
– – 0.01% 303
2024
Q3 		$873K Sell
8,395
-175
-2% -$16.7K 0.02% 285
2024
Q2 		$825K Sell
8,570
-65
-0.8% -$6.26K 0.02% 275
2024
Q1 		$857K Sell
8,635
-59
-0.7% -$5.45K 0.02% 273
2023
Q4 		$778K Sell
8,694
-955
-10% -$79.4K 0.02% 274
2023
Q3 		$775K Buy
9,649
+811
+9% +$69.4K 0.02% 253
2023
Q2 		$787K Sell
8,838
-230
-3% -$19.4K 0.02% 261
2023
Q1 		$765K Sell
9,068
-23
-0.3% -$1.9K 0.02% 257
2022
Q4 		$712K Sell
9,091
-26
-0.3% -$1.92K 0.02% 262
2022
Q3 		$581K Hold
9,117
– – 0.02% 255
2022
Q2 		$645K Sell
9,117
-171
-2% -$12.6K 0.02% 243
2022
Q1 		$714K Sell
9,288
-1,460
-14% -$117K 0.02% 243
2021
Q4 		$936K Sell
10,748
-253
-2% -$21.2K 0.03% 208
2021
Q3 		$905K Sell
11,001
-391
-3% -$34.4K 0.04% 203
2021
Q2 		$932K Sell
11,392
-399
-3% -$30.7K 0.04% 197
2021
Q1 		$807K Sell
11,791
-953
-7% -$62.3K 0.03% 199
2020
Q4 		$861K Sell
12,744
-729
-5% -$47.3K 0.04% 189
2020
Q3 		$841K Sell
13,473
-2,303
-15% -$141K 0.04% 187
2020
Q2 		$897K Buy
+15,776
New +$817K 0.05% 180

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

Glenview Trust's OTIS Position: Q1 2026 in Review

Glenview Trust reduced its Otis Worldwide (OTIS) stake by 9.9% in Q1 2026, selling an estimated $58.1K and leaving 6,016 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #371.

Glenview Trust first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $936K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Glenview Trust held 6,016 shares of Otis Worldwide worth $464K as of Q1 2026.
  • Glenview Trust sold 664 Otis Worldwide shares in Q1 2026, an estimated $58.1K.
  • Otis Worldwide made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #371 holding.
  • Glenview Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Glenview Trust's Otis Worldwide position peaked at $936K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.