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Knollwood Investment Advisory’s Otis Worldwide OTIS Stock Holding History

Knollwood Investment Advisory’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 		$309K Hold
4,008
– – 0.03% 262
2025
Q4 		$350K Hold
4,008
– – 0.03% 260
2025
Q3 		$366K Hold
4,008
– – 0.03% 288
2025
Q2 		$397K Hold
4,008
– – 0.04% 275
2025
Q1 		$414K Hold
4,008
– – 0.05% 272
2024
Q4 		$371K Hold
4,008
– – 0.04% 284
2024
Q3 		$417K Hold
4,008
– – 0.04% 282
2024
Q2 		$386K Buy
+4,008
New +$386K 0.04% 286

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

Knollwood Investment Advisory's OTIS Position: Q1 2026 in Review

Knollwood Investment Advisory held its Otis Worldwide (OTIS) position steady in Q1 2026 at 4,008 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #262.

Knollwood Investment Advisory first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $417K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Knollwood Investment Advisory held 4,008 shares of Otis Worldwide worth $309K as of Q1 2026.
  • Knollwood Investment Advisory left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.03% of Knollwood Investment Advisory's portfolio in Q1 2026, its #262 holding.
  • Knollwood Investment Advisory first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Otis Worldwide position peaked at $417K in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.