JTC Employer Solutions Trustee’s Otis Worldwide OTIS Stock Holding History

JTC Employer Solutions Trustee’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	$64K	Hold	822	–	–	0.01%	228
2025 Q4	$72K	Hold	822	–	–	﹤0.01%	233
2025 Q3	$75K	Hold	822	–	–	0.01%	224
2025 Q2	$81K	Hold	822	–	–	0.01%	209
2025 Q1	$85K	Hold	822	–	–	0.01%	207
2024 Q4	$76K	Hold	822	–	–	0.01%	220
2024 Q3	$85K	Hold	822	–	–	0.01%	217
2024 Q2	$79K	Hold	822	–	–	0.01%	222
2024 Q1	$82K	Hold	822	–	–	0.01%	222
2023 Q4	$74K	Hold	822	–	–	0.01%	223
2023 Q3	$66K	Hold	822	–	–	0.01%	238
2023 Q2	$74K	Hold	822	–	–	0.01%	229
2023 Q1	$69K	Hold	822	–	–	0.01%	239
2022 Q4	$64K	Hold	822	–	–	0.01%	245
2022 Q3	$53K	Hold	822	–	–	0.01%	209
2022 Q2	$58K	Hold	822	–	–	0.01%	187
2022 Q1	$63K	Hold	822	–	–	0.01%	192
2021 Q4	$72K	Hold	822	–	–	0.01%	189
2021 Q3	$67K	Hold	822	–	–	0.01%	197
2021 Q2	$67K	Buy	+822	New	+$63.3K	0.01%	193

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

JTC Employer Solutions Trustee's OTIS Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Otis Worldwide (OTIS) position steady in Q1 2026 at 822 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #228.

JTC Employer Solutions Trustee first reported a position in OTIS in Q2 2021 and has held it in 20 quarters since. The position peaked at $85K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

JTC Employer Solutions Trustee held 822 shares of Otis Worldwide worth $64K as of Q1 2026.
JTC Employer Solutions Trustee left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #228 holding.
JTC Employer Solutions Trustee first reported a position in Otis Worldwide in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's Otis Worldwide position peaked at $85K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.