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Lavaca Capital’s Otis Worldwide OTIS Stock Holding History

Lavaca Capital’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 		$7.71K Hold
100
– – ﹤0.01% 263
2025
Q4 		$8.73K Sell
100
-69
-41% -$6.17K ﹤0.01% 260
2025
Q3 		$15.5K Hold
169
– – ﹤0.01% 222
2025
Q2 		$16.7K Buy
169
+100
+145% +$9.65K 0.01% 216
2025
Q1 		$7.12K Hold
69
– – ﹤0.01% 225
2024
Q4 		$6.39K Buy
+69
New +$6.92K ﹤0.01% 282

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

Lavaca Capital's OTIS Position: Q1 2026 in Review

Lavaca Capital held its Otis Worldwide (OTIS) position steady in Q1 2026 at 100 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Lavaca Capital first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.7K in Q2 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Lavaca Capital held 100 shares of Otis Worldwide worth $7.71K as of Q1 2026.
  • Lavaca Capital left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Lavaca Capital's portfolio in Q1 2026, its #263 holding.
  • Lavaca Capital first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Lavaca Capital's Otis Worldwide position peaked at $16.7K in Q2 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.