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Graybill Wealth Management’s Otis Worldwide OTIS Stock Holding History

Graybill Wealth 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 		$4.68M Buy
60,768
+1,817
+3% +$159K 1.43% 36
2025
Q4 		$5.15M Buy
58,951
+3,138
+6% +$281K 1.52% 30
2025
Q3 		$5.1M Buy
55,813
+802
+1% +$72.8K 1.57% 29
2025
Q2 		$5.45M Buy
55,011
+1,179
+2% +$114K 1.78% 26
2025
Q1 		$5.56M Buy
+53,832
New +$5.26M 1.91% 23
2024
Q3 		$5.6M Sell
53,889
-325
-0.6% -$31K 2.08% 21
2024
Q2 		$5.22M Buy
54,214
+690
+1% +$66.5K 2.12% 22
2024
Q1 		$5.31M Buy
53,524
+20
+0% +$1.85K 2.24% 19
2023
Q4 		$4.79M Sell
53,504
-997
-2% -$82.9K 2.12% 21
2023
Q3 		$4.38M Buy
54,501
+658
+1% +$56.3K 2.14% 20
2023
Q2 		$4.79M Buy
53,843
+966
+2% +$81.4K 2.28% 18
2023
Q1 		$4.46M Sell
52,877
-946
-2% -$78.3K 2.27% 16
2022
Q4 		$4.21M Buy
53,823
+216
+0.4% +$15.9K 2.28% 17
2022
Q3 		$3.42M Sell
53,607
-210
-0.4% -$15.4K 2.03% 23
2022
Q2 		$3.8M Sell
53,817
-1,383
-3% -$102K 2.11% 21
2022
Q1 		$4.25M Buy
55,200
+983
+2% +$78.6K 2.07% 18
2021
Q4 		$4.72M Buy
54,217
+571
+1% +$47.8K 2.14% 18
2021
Q3 		$4.41M Sell
53,646
-174
-0.3% -$15.3K 2.17% 18
2021
Q2 		$4.4M Sell
53,820
-286
-0.5% -$22K 2.17% 18
2021
Q1 		$3.7M Buy
54,106
+966
+2% +$63.1K 1.96% 26
2020
Q4 		$3.59M Buy
53,140
+20
+0% +$1.3K 2.03% 24
2020
Q3 		$3.32M Buy
53,120
+61
+0.1% +$3.73K 2.16% 20
2020
Q2 		$3.02M Buy
+53,059
New +$2.75M 2.22% 23

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

Graybill Wealth Management's OTIS Position: Q1 2026 in Review

Graybill Wealth Management increased its Otis Worldwide (OTIS) stake by 3.1% in Q1 2026, buying an estimated $159K and bringing the position to 60,768 shares worth $4.68M. The position accounts for 1.43% of the portfolio, ranked #36.

Graybill Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.6M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Graybill Wealth Management held 60,768 shares of Otis Worldwide worth $4.68M as of Q1 2026.
  • Graybill Wealth Management bought 1,817 Otis Worldwide shares in Q1 2026, an estimated $159K.
  • Otis Worldwide made up 1.43% of Graybill Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Graybill Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Graybill Wealth Management's Otis Worldwide position peaked at $5.6M in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.