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Hancock Whitney’s Otis Worldwide OTIS Stock Holding History

Hancock Whitney’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 		$305K Sell
3,938
-98
-2% -$8.57K 0.01% 653
2025
Q4 		$353K Hold
4,036
– – 0.01% 634
2025
Q3 		$369K Sell
4,036
-169
-4% -$15.3K 0.01% 633
2025
Q2 		$416K Buy
4,205
+2,039
+94% +$197K 0.01% 599
2025
Q1 		$224K Sell
2,166
-46
-2% -$4.49K 0.01% 611
2024
Q4 		$205K Sell
2,212
-59
-3% -$5.92K 0.01% 611
2024
Q3 		$236K Sell
2,271
-346
-13% -$33K 0.01% 578
2024
Q2 		$252K Buy
2,617
+68
+3% +$6.55K 0.01% 548
2024
Q1 		$253K Buy
2,549
+111
+5% +$10.3K 0.01% 577
2023
Q4 		$218K Sell
2,438
-101
-4% -$8.4K 0.01% 608
2023
Q3 		$204K Sell
2,539
-563
-18% -$48.1K 0.01% 601
2023
Q2 		$276K Buy
3,102
+225
+8% +$19K 0.01% 548
2023
Q1 		$243K Sell
2,877
-121
-4% -$10K 0.01% 579
2022
Q4 		$235K Buy
+2,998
New +$221K 0.01% 576
2022
Q3 		– Sell
-3,049
Closed -$216K – 642
2022
Q2 		$216K Buy
3,049
+6
+0.2% +$442 0.01% 604
2022
Q1 		$235K Sell
3,043
-66
-2% -$5.28K 0.01% 632
2021
Q4 		$271K Sell
3,109
-100
-3% -$8.37K 0.01% 609
2021
Q3 		$264K Sell
3,209
-9
-0.3% -$791 0.01% 593
2021
Q2 		$263K Buy
3,218
+15
+0.5% +$1.15K 0.01% 708
2021
Q1 		$219K Sell
3,203
-48
-1% -$3.14K 0.01% 722
2020
Q4 		$219K Sell
3,251
-47
-1% -$3.05K 0.01% 730
2020
Q3 		$205K Sell
3,298
-240
-7% -$14.7K 0.01% 711
2020
Q2 		$202K Buy
+3,538
New +$183K 0.01% 712

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

Hancock Whitney's OTIS Position: Q1 2026 in Review

Hancock Whitney reduced its Otis Worldwide (OTIS) stake by 2.4% in Q1 2026, selling an estimated $8.57K and leaving 3,938 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #653.

Hancock Whitney first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $416K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Hancock Whitney held 3,938 shares of Otis Worldwide worth $305K as of Q1 2026.
  • Hancock Whitney sold 98 Otis Worldwide shares in Q1 2026, an estimated $8.57K.
  • Otis Worldwide made up 0.01% of Hancock Whitney's portfolio in Q1 2026, its #653 holding.
  • Hancock Whitney first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Hancock Whitney's Otis Worldwide position peaked at $416K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Hancock Whitney's 13F filing for Q1 2026, filed 15 May 2026.