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Ironwood Investment Management’s Otis Worldwide OTIS Stock Holding History

Ironwood Investment 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 		$928K Sell
12,042
-569
-5% -$49.8K 0.39% 81
2025
Q4 		$1.1M Buy
12,611
+44
+0.4% +$3.94K 0.46% 67
2025
Q3 		$1.15M Sell
12,567
-42
-0.3% -$3.81K 0.5% 67
2025
Q2 		$1.25M Buy
12,609
+138
+1% +$13.3K 0.61% 56
2025
Q1 		$1.29M Sell
12,471
-32
-0.3% -$3.13K 0.7% 48
2024
Q4 		$1.16M Buy
12,503
+99
+0.8% +$9.93K 0.58% 60
2024
Q3 		$1.29M Buy
12,404
+16
+0.1% +$1.52K 0.63% 53
2024
Q2 		$1.19M Sell
12,388
-109
-0.9% -$10.5K 0.64% 49
2024
Q1 		$1.24M Buy
12,497
+339
+3% +$31.3K 0.61% 50
2023
Q4 		$1.09M Buy
12,158
+282
+2% +$23.4K 0.57% 51
2023
Q3 		$954K Sell
11,876
-601
-5% -$51.4K 0.58% 54
2023
Q2 		$1.11M Sell
12,477
-726
-5% -$61.2K 0.64% 48
2023
Q1 		$1.11M Sell
13,203
-208
-2% -$17.2K 0.7% 49
2022
Q4 		$1.05M Buy
13,411
+229
+2% +$16.9K 0.69% 51
2022
Q3 		$841K Sell
13,182
-175
-1% -$12.8K 0.59% 61
2022
Q2 		$944K Buy
13,357
+107
+0.8% +$7.88K 0.63% 57
2022
Q1 		$1.02M Sell
13,250
-1,024
-7% -$81.8K 0.55% 63
2021
Q4 		$1.24M Buy
14,274
+102
+0.7% +$8.54K 0.61% 53
2021
Q3 		$1.17M Buy
14,172
+12
+0.1% +$1.05K 0.6% 53
2021
Q2 		$1.16M Buy
14,160
+478
+3% +$36.8K 0.58% 62
2021
Q1 		$937K Buy
13,682
+520
+4% +$34K 0.5% 72
2020
Q4 		$889K Buy
13,162
+194
+1% +$12.6K 0.52% 70
2020
Q3 		$809K Buy
12,968
+271
+2% +$16.6K 0.58% 65
2020
Q2 		$722K Buy
+12,697
New +$658K 0.56% 71

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

Ironwood Investment Management's OTIS Position: Q1 2026 in Review

Ironwood Investment Management reduced its Otis Worldwide (OTIS) stake by 4.5% in Q1 2026, selling an estimated $49.8K and leaving 12,042 shares worth $928K. The position accounts for 0.39% of the portfolio, ranked #81.

Ironwood Investment Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.29M in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ironwood Investment Management held 12,042 shares of Otis Worldwide worth $928K as of Q1 2026.
  • Ironwood Investment Management sold 569 Otis Worldwide shares in Q1 2026, an estimated $49.8K.
  • Otis Worldwide made up 0.39% of Ironwood Investment Management's portfolio in Q1 2026, its #81 holding.
  • Ironwood Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Ironwood Investment Management's Otis Worldwide position peaked at $1.29M in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.