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Hillsdale Investment Management’s Otis Worldwide OTIS Stock Holding History

Hillsdale 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 		$1.14M Buy
14,840
+3,500
+31% +$306K 0.03% 350
2025
Q4 		$991K Buy
11,340
+1,040
+10% +$93K 0.03% 368
2025
Q3 		$942K Buy
+10,300
New +$935K 0.03% 363
2023
Q2 		– Sell
-5,230
Closed -$441K – 628
2023
Q1 		$441K Buy
+5,230
New +$433K 0.04% 342
2022
Q2 		– Sell
-6,900
Closed -$531K – 600
2022
Q1 		$531K Buy
+6,900
New +$551K 0.03% 365

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

Hillsdale Investment Management's OTIS Position: Q1 2026 in Review

Hillsdale Investment Management increased its Otis Worldwide (OTIS) stake by 31% in Q1 2026, buying an estimated $306K and bringing the position to 14,840 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #350.

Hillsdale Investment Management first reported a position in OTIS in Q1 2022 and has held it in 5 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Hillsdale Investment Management held 14,840 shares of Otis Worldwide worth $1.14M as of Q1 2026.
  • Hillsdale Investment Management bought 3,500 Otis Worldwide shares in Q1 2026, an estimated $306K.
  • Otis Worldwide made up 0.03% of Hillsdale Investment Management's portfolio in Q1 2026, its #350 holding.
  • Hillsdale Investment Management first reported a position in Otis Worldwide in Q1 2022 and has held it in 5 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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