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Laird Norton Wetherby Trust Company’s Otis Worldwide OTIS Stock Holding History

Laird Norton Wetherby Trust Company’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 		$694K Sell
9,000
-622
-6% -$54.4K 0.02% 587
2025
Q4 		$840K Buy
+9,622
New +$861K 0.02% 545
2022
Q1 		– Sell
-2,814
Closed -$245K – 209
2021
Q4 		$245K Buy
+2,814
New +$236K 0.02% 165

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

Laird Norton Wetherby Trust Company's OTIS Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Otis Worldwide (OTIS) stake by 6.5% in Q1 2026, selling an estimated $54.4K and leaving 9,000 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #587.

Laird Norton Wetherby Trust Company first reported a position in OTIS in Q4 2021 and has held it in 3 quarters since. The position peaked at $840K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 9,000 shares of Otis Worldwide worth $694K as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 622 Otis Worldwide shares in Q1 2026, an estimated $54.4K.
  • Otis Worldwide made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #587 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Otis Worldwide in Q4 2021 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Otis Worldwide position peaked at $840K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.