HFM
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Hartford Funds Management’s Otis Worldwide OTIS Stock Holding History

Hartford Funds 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 		$992K Sell
12,873
-2,042
-14% -$179K 0.09% 69
2025
Q4 		$1.3M Buy
14,915
+83
+0.6% +$7.42K 0.11% 48
2025
Q3 		$1.36M Sell
14,832
-3,258
-18% -$296K 0.12% 30
2025
Q2 		$1.79M Buy
18,090
+3,369
+23% +$325K 0.15% 23
2025
Q1 		$1.52M Sell
14,721
-153
-1% -$14.9K 0.14% 26
2024
Q4 		$1.38M Buy
14,874
+59
+0.4% +$5.92K 0.13% 25
2024
Q3 		$1.54M Buy
14,815
+330
+2% +$31.4K 0.14% 16
2024
Q2 		$1.39M Buy
14,485
+1,470
+11% +$142K 0.13% 17
2024
Q1 		$1.29M Buy
13,015
+1,604
+14% +$148K 0.12% 18
2023
Q4 		$1.02M Buy
11,411
+3,342
+41% +$278K 0.1% 21
2023
Q3 		$648K Buy
8,069
+677
+9% +$57.9K 0.07% 26
2023
Q2 		$658K Buy
7,392
+803
+12% +$67.7K 0.07% 21
2023
Q1 		$556K Buy
6,589
+1,278
+24% +$106K 0.06% 22
2022
Q4 		$416K Buy
+5,311
New +$392K 0.04% 30

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

Hartford Funds Management's OTIS Position: Q1 2026 in Review

Hartford Funds Management reduced its Otis Worldwide (OTIS) stake by 14% in Q1 2026, selling an estimated $179K and leaving 12,873 shares worth $992K. The position accounts for 0.09% of the portfolio, ranked #69.

Hartford Funds Management first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.79M in Q2 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Hartford Funds Management held 12,873 shares of Otis Worldwide worth $992K as of Q1 2026.
  • Hartford Funds Management sold 2,042 Otis Worldwide shares in Q1 2026, an estimated $179K.
  • Otis Worldwide made up 0.09% of Hartford Funds Management's portfolio in Q1 2026, its #69 holding.
  • Hartford Funds Management first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
  • Hartford Funds Management's Otis Worldwide position peaked at $1.79M in Q2 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.