Havemeyer Place’s Otis Worldwide OTIS Stock Holding History

Havemeyer Place’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	–	Sell	-16,230	Closed	-$1.42M	–	651
2025 Q4	$1.42M	Buy	+16,230	New	+$1.45M	0.28%	112

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Havemeyer Place's OTIS Position: Q1 2026 in Review

Havemeyer Place sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 16,230 shares — an estimated $1.42M sold.

Havemeyer Place first reported a position in OTIS in Q4 2025 and held it in 1 quarter. The position peaked at $1.42M in Q4 2025. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Havemeyer Place reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Havemeyer Place sold 16,230 Otis Worldwide shares in Q1 2026, an estimated $1.42M.
Havemeyer Place first reported a position in Otis Worldwide in Q4 2025 and held it in 1 quarter.
Havemeyer Place's Otis Worldwide position peaked at $1.42M in Q4 2025.
1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.