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Holderness Investments Company’s Otis Worldwide OTIS Stock Holding History

Holderness Investments Company’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 		$269K Sell
3,495
-57
-2% -$4.99K 0.05% 216
2025
Q4 		$310K Sell
3,552
-72
-2% -$6.44K 0.06% 201
2025
Q3 		$331K Sell
3,624
-1,320
-27% -$120K 0.07% 201
2025
Q2 		$490K Sell
4,944
-807
-14% -$77.9K 0.11% 158
2025
Q1 		$594K Buy
5,751
+32
+0.6% +$3.13K 0.14% 138
2024
Q4 		$530K Sell
5,719
-20
-0.3% -$2.01K 0.12% 148
2024
Q3 		$597K Sell
5,739
-47
-0.8% -$4.48K 0.13% 138
2024
Q2 		$557K Sell
5,786
-225
-4% -$21.7K 0.13% 140
2024
Q1 		$597K Sell
6,011
-87
-1% -$8.04K 0.15% 139
2023
Q4 		$546K Buy
6,098
+37
+0.6% +$3.08K 0.15% 137
2023
Q3 		$487K Sell
6,061
-144
-2% -$12.3K 0.19% 111
2023
Q2 		$552K Buy
6,205
+77
+1% +$6.49K 0.2% 108
2023
Q1 		$517K Sell
6,128
-61
-1% -$5.05K 0.21% 110
2022
Q4 		$485K Sell
6,189
-3
-0% -$221 0.21% 110
2022
Q3 		$395K Sell
6,192
-31
-0.5% -$2.27K 0.18% 123
2022
Q2 		$440K Sell
6,223
-287
-4% -$21.1K 0.18% 117
2022
Q1 		$501K Buy
6,510
+165
+3% +$13.2K 0.17% 130
2021
Q4 		$552K Sell
6,345
-4
-0.1% -$335 0.16% 134
2021
Q3 		$522K Sell
6,349
-140
-2% -$12.3K 0.17% 131
2021
Q2 		$531K Sell
6,489
-167
-3% -$12.9K 0.18% 126
2021
Q1 		$456K Buy
6,656
+231
+4% +$15.1K 0.16% 133
2020
Q4 		$434K Sell
6,425
-482
-7% -$31.3K 0.17% 126
2020
Q3 		$431K Buy
6,907
+229
+3% +$14K 0.18% 113
2020
Q2 		$380K Buy
+6,678
New +$346K 0.17% 122

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

Holderness Investments Company's OTIS Position: Q1 2026 in Review

Holderness Investments Company reduced its Otis Worldwide (OTIS) stake by 1.6% in Q1 2026, selling an estimated $4.99K and leaving 3,495 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #216.

Holderness Investments Company first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $597K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Holderness Investments Company held 3,495 shares of Otis Worldwide worth $269K as of Q1 2026.
  • Holderness Investments Company sold 57 Otis Worldwide shares in Q1 2026, an estimated $4.99K.
  • Otis Worldwide made up 0.05% of Holderness Investments Company's portfolio in Q1 2026, its #216 holding.
  • Holderness Investments Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Holderness Investments Company's Otis Worldwide position peaked at $597K in Q1 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.