J. Stern & Co’s Otis Worldwide OTIS Stock Holding History

J. Stern & Co’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	$30.4M	Sell	394,865 -38,225,103	-99%	-$3.34B	2.95%	17
2025 Q4	$38.6B	Buy	38,619,968 +38,178,808	+8,654%	+$3.42B	3.29%	15
2025 Q3	$40.3M	Sell	441,160 -15,683	-3%	-$1.42M	3.05%	15
2025 Q2	$44.6M	Buy	456,843 +12,963	+3%	+$1.25M	3.81%	13
2025 Q1	$45.8M	Buy	443,880 +29,314	+7%	+$2.86M	4.39%	12
2024 Q4	$38.4M	Buy	414,566 +22,857	+6%	+$2.29M	3.62%	14
2024 Q3	$40.7M	Buy	391,709 +13,096	+3%	+$1.25M	4.34%	12
2024 Q2	$36.4M	Buy	378,613 +59,963	+19%	+$5.78M	4.34%	12
2024 Q1	$31.6M	Buy	318,650 +93,462	+42%	+$8.64M	4%	14
2023 Q4	$19.9M	Buy	+225,188	New	+$18.7M	3.63%	14

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

J. Stern & Co's OTIS Position: Q1 2026 in Review

J. Stern & Co reduced its Otis Worldwide (OTIS) stake by 99% in Q1 2026, selling an estimated $3.34B and leaving 394,865 shares worth $30.4M. The position accounts for 2.95% of the portfolio, ranked #17.

J. Stern & Co first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.6B in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

J. Stern & Co held 394,865 shares of Otis Worldwide worth $30.4M as of Q1 2026.
J. Stern & Co sold 38,225,103 Otis Worldwide shares in Q1 2026, an estimated $3.34B.
Otis Worldwide made up 2.95% of J. Stern & Co's portfolio in Q1 2026, its #17 holding.
J. Stern & Co first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
J. Stern & Co's Otis Worldwide position peaked at $38.6B in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.