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Ingalls & Snyder LLC’s Otis Worldwide OTIS Stock Holding History

Ingalls & Snyder LLC’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 		$397K Buy
5,151
+10
+0.2% +$875 0.01% 327
2025
Q4 		$449K Sell
5,141
-336
-6% -$30.1K 0.02% 310
2025
Q3 		$501K Sell
5,477
-327
-6% -$29.7K 0.02% 297
2025
Q2 		$575K Buy
5,804
+231
+4% +$22.3K 0.02% 280
2025
Q1 		$575K Hold
5,573
– – 0.02% 277
2024
Q4 		$516K Sell
5,573
-5
-0.1% -$501 0.02% 287
2024
Q3 		$580K Sell
5,578
-25
-0.4% -$2.38K 0.02% 283
2024
Q2 		$539K Sell
5,603
-30
-0.5% -$2.89K 0.02% 280
2024
Q1 		$559K Hold
5,633
– – 0.02% 282
2023
Q4 		$504K Sell
5,633
-23,207
-80% -$1.93M 0.02% 282
2023
Q3 		$2.32M Sell
28,840
-4,795
-14% -$410K 0.11% 125
2023
Q2 		$2.99M Sell
33,635
-1,145
-3% -$96.5K 0.14% 110
2023
Q1 		$2.94M Sell
34,780
-493
-1% -$40.8K 0.15% 100
2022
Q4 		$2.76M Sell
35,273
-820
-2% -$60.5K 0.15% 103
2022
Q3 		$2.3M Sell
36,093
-2,818
-7% -$206K 0.13% 118
2022
Q2 		$2.75M Sell
38,911
-3,168
-8% -$233K 0.14% 113
2022
Q1 		$3.24M Sell
42,079
-590
-1% -$47.2K 0.14% 115
2021
Q4 		$3.71M Sell
42,669
-490
-1% -$41K 0.17% 113
2021
Q3 		$3.55M Sell
43,159
-670
-2% -$58.9K 0.16% 117
2021
Q2 		$3.58M Sell
43,829
-548
-1% -$42.2K 0.16% 113
2021
Q1 		$3.04M Sell
44,377
-1,058
-2% -$69.2K 0.14% 119
2020
Q4 		$3.07M Sell
45,435
-365
-0.8% -$23.7K 0.15% 114
2020
Q3 		$2.86M Sell
45,800
-423
-0.9% -$25.9K 0.2% 95
2020
Q2 		$2.63M Buy
+46,223
New +$2.39M 0.15% 110

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

Ingalls & Snyder LLC's OTIS Position: Q1 2026 in Review

Ingalls & Snyder LLC increased its Otis Worldwide (OTIS) stake by 0.19% in Q1 2026, buying an estimated $875 and bringing the position to 5,151 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #327.

Ingalls & Snyder LLC first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.71M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ingalls & Snyder LLC held 5,151 shares of Otis Worldwide worth $397K as of Q1 2026.
  • Ingalls & Snyder LLC bought 10 Otis Worldwide shares in Q1 2026, an estimated $875.
  • Otis Worldwide made up 0.01% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #327 holding.
  • Ingalls & Snyder LLC first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Ingalls & Snyder LLC's Otis Worldwide position peaked at $3.71M in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.