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Iron Gate Global Advisors’s Otis Worldwide OTIS Stock Holding History

Iron Gate Global Advisors’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 		$511K Hold
6,630
– – 0.05% 57
2025
Q4 		$579K Hold
6,630
– – 0.06% 55
2025
Q3 		$607K Buy
+6,630
New +$602K 0.06% 56
2025
Q2 		– Sell
-6,728
Closed -$694K – 93
2025
Q1 		$694K Sell
6,728
-21
-0.3% -$2.05K 0.1% 49
2024
Q4 		$623K Buy
+6,749
New +$677K 0.09% 52
2024
Q3 		– Sell
-6,849
Closed -$652K – 101
2024
Q2 		$652K Sell
6,849
-9
-0.1% -$867 0.11% 49
2024
Q1 		$678K Sell
6,858
-15
-0.2% -$1.39K 0.12% 50
2023
Q4 		$615K Buy
6,873
+9
+0.1% +$748 0.12% 49
2023
Q3 		$547K Hold
6,864
– – 0.12% 47
2023
Q2 		$609K Sell
6,864
-8
-0.1% -$674 0.13% 50
2023
Q1 		$580K Sell
6,872
-14
-0.2% -$1.16K 0.14% 49
2022
Q4 		$577K Sell
6,886
-128
-2% -$9.45K 0.16% 49
2022
Q3 		$490K Hold
7,014
– – 0.14% 50
2022
Q2 		$495K Hold
7,014
– – 0.14% 54
2022
Q1 		$535K Sell
7,014
-58
-0.8% -$4.63K 0.12% 54
2021
Q4 		$604K Sell
7,072
-50
-0.7% -$4.18K 0.14% 55
2021
Q3 		$580K Sell
7,122
-116
-2% -$10.2K 0.16% 57
2021
Q2 		$591K Sell
7,238
-220
-3% -$16.9K 0.17% 55
2021
Q1 		$510K Sell
7,458
-270
-3% -$17.6K 0.16% 57
2020
Q4 		$522K Hold
7,728
– – 0.19% 49
2020
Q3 		$483K Buy
7,728
+133
+2% +$8.13K 0.2% 51
2020
Q2 		$435K Buy
+7,595
New +$394K 0.21% 55

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

Iron Gate Global Advisors's OTIS Position: Q1 2026 in Review

Iron Gate Global Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 6,630 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #57.

Iron Gate Global Advisors first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $694K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Iron Gate Global Advisors held 6,630 shares of Otis Worldwide worth $511K as of Q1 2026.
  • Iron Gate Global Advisors left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.05% of Iron Gate Global Advisors's portfolio in Q1 2026, its #57 holding.
  • Iron Gate Global Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • Iron Gate Global Advisors's Otis Worldwide position peaked at $694K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.