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Hilltop Holdings’s Otis Worldwide OTIS Stock Holding History

Hilltop Holdings’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
-4,260
Closed -$372K – 838
2025
Q4 		$372K Sell
4,260
-206
-5% -$18.4K 0.02% 647
2025
Q3 		$408K Sell
4,466
-226
-5% -$20.5K 0.02% 632
2025
Q2 		$465K Sell
4,692
-222
-5% -$21.4K 0.03% 540
2025
Q1 		$507K Sell
4,914
-246
-5% -$24K 0.03% 506
2024
Q4 		$478K Buy
5,160
+1,564
+43% +$157K 0.03% 513
2024
Q3 		$374K Buy
3,596
+653
+22% +$62.2K 0.02% 585
2024
Q2 		$283K Sell
2,943
-77
-3% -$7.42K 0.03% 498
2024
Q1 		$300K Buy
3,020
+157
+5% +$14.5K 0.03% 506
2023
Q4 		$256K Buy
2,863
+264
+10% +$22K 0.03% 508
2023
Q3 		$209K Sell
2,599
-48
-2% -$4.11K 0.02% 532
2023
Q2 		$236K Buy
2,647
+216
+9% +$18.2K 0.03% 486
2023
Q1 		$205K Buy
+2,431
New +$201K 0.03% 498
2022
Q1 		– Sell
-2,369
Closed -$207K – 609
2021
Q4 		$207K Sell
2,369
-82
-3% -$6.86K 0.02% 556
2021
Q3 		$202K Sell
2,451
-120
-5% -$10.6K 0.02% 563
2021
Q2 		$210K Buy
+2,571
New +$198K 0.02% 536

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

Hilltop Holdings's OTIS Position: Q1 2026 in Review

Hilltop Holdings sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 4,260 shares — an estimated $372K sold.

Hilltop Holdings first reported a position in OTIS in Q2 2021 and held it in 15 quarters. The position peaked at $507K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Hilltop Holdings reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Hilltop Holdings sold 4,260 Otis Worldwide shares in Q1 2026, an estimated $372K.
  • Hilltop Holdings first reported a position in Otis Worldwide in Q2 2021 and held it in 15 quarters.
  • Hilltop Holdings's Otis Worldwide position peaked at $507K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.