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Harbour Investments’s Otis Worldwide OTIS Stock Holding History

Harbour Investments’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 		$213K Buy
2,767
+1,701
+160% +$149K ﹤0.01% 1500
2025
Q4 		$93.1K Sell
1,066
-926
-46% -$82.8K ﹤0.01% 1670
2025
Q3 		$182K Sell
1,992
-172
-8% -$15.6K ﹤0.01% 1278
2025
Q2 		$214K Sell
2,164
-46
-2% -$4.44K 0.01% 1143
2025
Q1 		$228K Buy
2,210
+9
+0.4% +$879 0.01% 1039
2024
Q4 		$204K Buy
2,201
+27
+1% +$2.71K 0.01% 1037
2024
Q3 		$226K Buy
2,174
+222
+11% +$21.2K 0.01% 970
2024
Q2 		$188K Sell
1,952
-6
-0.3% -$578 0.01% 971
2024
Q1 		$194K Buy
1,958
+351
+22% +$32.4K 0.01% 936
2023
Q4 		$144K Buy
1,607
+44
+3% +$3.66K 0.01% 992
2023
Q3 		$126K Buy
1,563
+22
+1% +$1.88K 0.01% 962
2023
Q2 		$137K Buy
1,541
+10
+0.7% +$842 0.01% 930
2023
Q1 		$129K Buy
1,531
+163
+12% +$13.5K 0.01% 937
2022
Q4 		$107K Buy
1,368
+6
+0.4% +$443 0.01% 984
2022
Q3 		$96K Hold
1,362
– – 0.01% 980
2022
Q2 		$96K Buy
+1,362
New +$100K 0.01% 980
2021
Q4 		$137K Sell
1,570
-2,508
-62% -$210K 0.01% 845
2021
Q3 		$336K Sell
4,078
-24
-0.6% -$2.11K 0.01% 800
2021
Q2 		$335K Sell
4,102
-125
-3% -$9.62K 0.01% 837
2021
Q1 		$289K Buy
+4,227
New +$276K 0.01% 812

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

Harbour Investments's OTIS Position: Q1 2026 in Review

Harbour Investments increased its Otis Worldwide (OTIS) stake by 160% in Q1 2026, buying an estimated $149K and bringing the position to 2,767 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Harbour Investments first reported a position in OTIS in Q1 2021 and has held it in 20 quarters since. The position peaked at $336K in Q3 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Harbour Investments held 2,767 shares of Otis Worldwide worth $213K as of Q1 2026.
  • Harbour Investments bought 1,701 Otis Worldwide shares in Q1 2026, an estimated $149K.
  • Otis Worldwide made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1500 holding.
  • Harbour Investments first reported a position in Otis Worldwide in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Otis Worldwide position peaked at $336K in Q3 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.