Jones Financial Companies
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Jones Financial Companies’s Otis Worldwide OTIS Stock Holding History

Jones Financial Companies’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 		$18.2M Buy
239,570
+211,455
+752% +$18.5M 0.01% 625
2025
Q4 		$2.46M Buy
28,115
+4,994
+22% +$447K ﹤0.01% 870
2025
Q3 		$2.09M Buy
23,121
+3,459
+18% +$314K ﹤0.01% 836
2025
Q2 		$1.92M Buy
19,662
+1,460
+8% +$141K ﹤0.01% 766
2025
Q1 		$1.86M Buy
18,202
+9,307
+105% +$909K ﹤0.01% 678
2024
Q4 		$824K Buy
8,895
+3,580
+67% +$359K ﹤0.01% 808
2024
Q3 		$555K Buy
5,315
+2,169
+69% +$207K ﹤0.01% 788
2024
Q2 		$303K Buy
3,146
+2,204
+234% +$212K ﹤0.01% 691
2024
Q1 		$93.5K Buy
942
+849
+913% +$78.5K ﹤0.01% 607
2023
Q4 		$8.32K Sell
93
-19
-17% -$1.58K ﹤0.01% 703
2023
Q3 		$8.99K Buy
+112
New +$9.58K ﹤0.01% 482
2023
Q1 		– Sell
-8
Closed -$1K – 714
2022
Q4 		$1K Sell
8
-83
-91% -$6.13K ﹤0.01% 688
2022
Q3 		$6K Hold
91
– – ﹤0.01% 469
2022
Q2 		$6K Sell
91
-203
-69% -$15K ﹤0.01% 531
2022
Q1 		$23K Sell
294
-431
-59% -$34.4K ﹤0.01% 423
2021
Q4 		$63K Buy
725
+505
+230% +$42.3K ﹤0.01% 344
2021
Q3 		$18K Sell
220
-778
-78% -$68.4K ﹤0.01% 436
2021
Q2 		$82K Buy
998
+710
+247% +$54.6K ﹤0.01% 276
2021
Q1 		$20K Buy
288
+71
+33% +$4.64K ﹤0.01% 458
2020
Q4 		$15K Buy
+217
New +$14.1K ﹤0.01% 392

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

Jones Financial Companies's OTIS Position: Q1 2026 in Review

Jones Financial Companies increased its Otis Worldwide (OTIS) stake by 752% in Q1 2026, buying an estimated $18.5M and bringing the position to 239,570 shares worth $18.2M. The position accounts for 0.01% of the portfolio, ranked #625.

Jones Financial Companies first reported a position in OTIS in Q4 2020 and has held it in 20 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Jones Financial Companies held 239,570 shares of Otis Worldwide worth $18.2M as of Q1 2026.
  • Jones Financial Companies bought 211,455 Otis Worldwide shares in Q1 2026, an estimated $18.5M.
  • Otis Worldwide made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #625 holding.
  • Jones Financial Companies first reported a position in Otis Worldwide in Q4 2020 and has held it in 20 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.