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Hanson & Doremus Investment Management’s Otis Worldwide OTIS Stock Holding History

Hanson & Doremus 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 		$65K Sell
847
-150
-15% -$13.1K 0.01% 308
2025
Q4 		$87K Sell
997
-100
-9% -$8.95K 0.01% 271
2025
Q3 		$100K Hold
1,097
– – 0.01% 262
2025
Q2 		$109K Hold
1,097
– – 0.01% 253
2025
Q1 		$113K Hold
1,097
– – 0.02% 244
2024
Q4 		$102K Buy
1,097
+150
+16% +$15K 0.02% 244
2024
Q3 		$98K Hold
947
– – 0.02% 244
2024
Q2 		$91K Hold
947
– – 0.02% 252
2024
Q1 		$94K Hold
947
– – 0.02% 250
2023
Q4 		$85K Hold
947
– – 0.02% 258
2023
Q3 		$76K Hold
947
– – 0.02% 258
2023
Q2 		$84K Hold
947
– – 0.02% 250
2023
Q1 		$80K Hold
947
– – 0.02% 258
2022
Q4 		$74K Sell
947
-63
-6% -$4.65K 0.02% 265
2022
Q3 		$64K Sell
1,010
-206
-17% -$15.1K 0.02% 267
2022
Q2 		$86K Sell
1,216
-60
-5% -$4.42K 0.02% 254
2022
Q1 		$98K Hold
1,276
– – 0.02% 257
2021
Q4 		$111K Hold
1,276
– – 0.02% 241
2021
Q3 		$105K Buy
1,276
+262
+26% +$23K 0.02% 236
2021
Q2 		$63K Sell
1,014
-22
-2% -$1.69K 0.02% 245
2021
Q1 		$71K Buy
1,036
+22
+2% +$1.44K 0.02% 271
2020
Q4 		$68K Hold
1,014
– – 0.02% 260
2020
Q3 		$63K Sell
1,014
-61
-6% -$3.73K 0.02% 245
2020
Q2 		$61K Buy
+1,075
New +$55.7K 0.02% 247

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

Hanson & Doremus Investment Management's OTIS Position: Q1 2026 in Review

Hanson & Doremus Investment Management reduced its Otis Worldwide (OTIS) stake by 15% in Q1 2026, selling an estimated $13.1K and leaving 847 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #308.

Hanson & Doremus Investment Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $113K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Hanson & Doremus Investment Management held 847 shares of Otis Worldwide worth $65K as of Q1 2026.
  • Hanson & Doremus Investment Management sold 150 Otis Worldwide shares in Q1 2026, an estimated $13.1K.
  • Otis Worldwide made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q1 2026, its #308 holding.
  • Hanson & Doremus Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Hanson & Doremus Investment Management's Otis Worldwide position peaked at $113K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2026, filed 17 Apr 2026.