Janney Montgomery Scott
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Janney Montgomery Scott’s Otis Worldwide OTIS Stock Holding History

Janney Montgomery Scott’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 		$7.88M Buy
102,204
+41,430
+68% +$3.62M 0.02% 671
2025
Q4 		$5.31M Sell
60,774
-2,045
-3% -$183K 0.01% 888
2025
Q3 		$5.74M Buy
62,819
+15,500
+33% +$1.41M 0.01% 824
2025
Q2 		$4.69M Sell
47,319
-6,188
-12% -$597K 0.01% 839
2025
Q1 		$5.52M Sell
53,507
-3,840
-7% -$375K 0.02% 738
2024
Q4 		$5.31M Buy
57,347
+843
+1% +$84.5K 0.01% 763
2024
Q3 		$5.87M Sell
56,504
-920
-2% -$87.7K 0.02% 708
2024
Q2 		$5.53M Buy
57,424
+4,320
+8% +$416K 0.02% 698
2024
Q1 		$5.27M Sell
53,104
-1,728
-3% -$160K 0.02% 748
2023
Q4 		$4.91M Sell
54,832
-602
-1% -$50.1K 0.02% 737
2023
Q3 		$4.45M Sell
55,434
-1,857
-3% -$159K 0.02% 711
2023
Q2 		$5.1M Sell
57,291
-215
-0.4% -$18.1K 0.02% 695
2023
Q1 		$4.85M Sell
57,506
-6,582
-10% -$545K 0.02% 650
2022
Q4 		$5.02M Sell
64,088
-15,200
-19% -$1.12M 0.02% 674
2022
Q3 		$5.06M Sell
79,288
-571
-0.7% -$41.8K 0.02% 631
2022
Q2 		$5.59M Buy
79,859
+1,411
+2% +$104K 0.03% 567
2022
Q1 		$6.04M Sell
78,448
-5,747
-7% -$459K 0.03% 538
2021
Q4 		$7.33M Sell
84,195
-6,973
-8% -$584K 0.03% 500
2021
Q3 		$7.5M Buy
91,168
+3,797
+4% +$334K 0.03% 465
2021
Q2 		$7.14M Sell
87,371
-3,823
-4% -$294K 0.03% 470
2021
Q1 		$6.24M Buy
91,194
+5,372
+6% +$351K 0.03% 478
2020
Q4 		$5.8M Sell
85,822
-4,929
-5% -$320K 0.03% 498
2020
Q3 		$5.67M Sell
90,751
-9,330
-9% -$571K 0.03% 446
2020
Q2 		$5.69M Buy
+100,081
New +$5.19M 0.04% 408

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

Janney Montgomery Scott's OTIS Position: Q1 2026 in Review

Janney Montgomery Scott increased its Otis Worldwide (OTIS) stake by 68% in Q1 2026, buying an estimated $3.62M and bringing the position to 102,204 shares worth $7.88M. The position accounts for 0.02% of the portfolio, ranked #671.

Janney Montgomery Scott first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Janney Montgomery Scott held 102,204 shares of Otis Worldwide worth $7.88M as of Q1 2026.
  • Janney Montgomery Scott bought 41,430 Otis Worldwide shares in Q1 2026, an estimated $3.62M.
  • Otis Worldwide made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #671 holding.
  • Janney Montgomery Scott first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.