GW&K Investment Management’s Otis Worldwide OTIS Stock Holding History

GW&K Investment 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	$19K	Sell	246 -34	-12%	-$2.98K	﹤0.01%	786
2025 Q4	$24K	Buy	280 +19	+7%	+$1.7K	﹤0.01%	709
2025 Q3	$24K	Buy	261 +1	+0.4%	+$91	﹤0.01%	701
2025 Q2	$26K	Buy	260 +26	+11%	+$2.51K	﹤0.01%	647
2025 Q1	$24K	Buy	234 +32	+16%	+$3.13K	﹤0.01%	616
2024 Q4	$19K	Buy	202 +4	+2%	+$401	﹤0.01%	631
2024 Q3	$21K	Buy	198 +23	+13%	+$2.19K	﹤0.01%	599
2024 Q2	$17K	Buy	175 +12	+7%	+$1.16K	﹤0.01%	600
2024 Q1	$16K	Sell	163 -1	-0.6%	-$92	﹤0.01%	574
2023 Q4	$15K	Buy	164 +7	+4%	+$582	﹤0.01%	576
2023 Q3	$13K	Buy	157 +3	+2%	+$257	﹤0.01%	558
2023 Q2	$14K	Buy	+154	New	+$13K	﹤0.01%	529
2022 Q3	–	Sell	-35	Closed	-$2K	–	707
2022 Q2	$2K	Buy	35 +16	+84%	+$1.18K	﹤0.01%	767
2022 Q1	$1K	Buy	+19	New	+$1.52K	﹤0.01%	791
2021 Q3	–	Sell	-17	Closed	-$1K	–	403
2021 Q2	$1K	Buy	+17	New	+$1.31K	﹤0.01%	409

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GW&K Investment Management's OTIS Position: Q1 2026 in Review

GW&K Investment Management reduced its Otis Worldwide (OTIS) stake by 12% in Q1 2026, selling an estimated $2.98K and leaving 246 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

GW&K Investment Management first reported a position in OTIS in Q2 2021 and has held it in 15 quarters since. The position peaked at $26K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

GW&K Investment Management held 246 shares of Otis Worldwide worth $19K as of Q1 2026.
GW&K Investment Management sold 34 Otis Worldwide shares in Q1 2026, an estimated $2.98K.
Otis Worldwide made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #786 holding.
GW&K Investment Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 15 quarters since.
GW&K Investment Management's Otis Worldwide position peaked at $26K in Q2 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.