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Howard Capital Management’s Otis Worldwide OTIS Stock Holding History

Howard Capital 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 		– Sell
-2,760
Closed -$241K – 394
2025
Q4 		$241K Buy
2,760
+14
+0.5% +$1.25K ﹤0.01% 396
2025
Q3 		$251K Buy
2,746
+84
+3% +$7.63K ﹤0.01% 387
2025
Q2 		$264K Buy
2,662
+285
+12% +$27.5K ﹤0.01% 371
2025
Q1 		$245K Sell
2,377
-364
-13% -$35.6K 0.01% 352
2024
Q4 		$254K Buy
2,741
+139
+5% +$13.9K ﹤0.01% 371
2024
Q3 		$270K Buy
+2,602
New +$248K ﹤0.01% 340

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

Howard Capital Management's OTIS Position: Q1 2026 in Review

Howard Capital Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,760 shares — an estimated $241K sold.

Howard Capital Management first reported a position in OTIS in Q3 2024 and held it in 6 quarters. The position peaked at $270K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Howard Capital Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Howard Capital Management sold 2,760 Otis Worldwide shares in Q1 2026, an estimated $241K.
  • Howard Capital Management first reported a position in Otis Worldwide in Q3 2024 and held it in 6 quarters.
  • Howard Capital Management's Otis Worldwide position peaked at $270K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.