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Hoey Investments’s Otis Worldwide OTIS Stock Holding History

Hoey 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 		$3.55K Hold
46
– – ﹤0.01% 304
2025
Q4 		$4.02K Hold
46
– – ﹤0.01% 302
2025
Q3 		$4.21K Hold
46
– – ﹤0.01% 297
2025
Q2 		$4.55K Hold
46
– – ﹤0.01% 288
2025
Q1 		$4.75K Hold
46
– – ﹤0.01% 250
2024
Q4 		$4.26K Hold
46
– – ﹤0.01% 249
2024
Q3 		$4.43K Hold
46
– – ﹤0.01% 261
2024
Q2 		$4.43K Hold
46
– – ﹤0.01% 261
2024
Q1 		$4.57K Hold
46
– – ﹤0.01% 251
2023
Q4 		$4.12K Hold
46
– – ﹤0.01% 255
2023
Q3 		$3.69K Hold
46
– – ﹤0.01% 269
2023
Q2 		$4.09K Hold
46
– – ﹤0.01% 260
2023
Q1 		$3.88K Buy
+46
New +$3.81K ﹤0.01% 269

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

Hoey Investments's OTIS Position: Q1 2026 in Review

Hoey Investments held its Otis Worldwide (OTIS) position steady in Q1 2026 at 46 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Hoey Investments first reported a position in OTIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.75K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Hoey Investments held 46 shares of Otis Worldwide worth $3.55K as of Q1 2026.
  • Hoey Investments left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Hoey Investments's portfolio in Q1 2026, its #304 holding.
  • Hoey Investments first reported a position in Otis Worldwide in Q1 2023 and has held it in 13 quarters since.
  • Hoey Investments's Otis Worldwide position peaked at $4.75K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.