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Leavell Investment Management’s Otis Worldwide OTIS Stock Holding History

Leavell Investment Management’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 		– Sell
-2,502
Closed -$219K – 615
2025
Q4 		$219K Hold
2,502
– – 0.01% 564
2025
Q3 		$229K Buy
2,502
+100
+4% +$9.08K 0.01% 548
2025
Q2 		$238K Sell
2,402
-44
-2% -$4.25K 0.01% 533
2025
Q1 		$252K Sell
2,446
-38
-2% -$3.71K 0.01% 489
2024
Q4 		$230K Buy
2,484
+327
+15% +$32.8K 0.01% 504
2024
Q3 		$224K Hold
2,157
– – 0.01% 503
2024
Q2 		$208K Hold
2,157
– – 0.01% 488
2024
Q1 		$214K Buy
+2,157
New +$199K 0.01% 462
2023
Q2 		– Sell
-2,502
Closed -$211K – 464
2023
Q1 		$211K Sell
2,502
-87
-3% -$7.2K 0.02% 437
2022
Q4 		$203K Buy
+2,589
New +$191K 0.02% 429
2022
Q2 		– Sell
-2,612
Closed -$201K – 440
2022
Q1 		$201K Hold
2,612
– – 0.01% 412
2021
Q4 		$227K Sell
2,612
-47
-2% -$3.93K 0.02% 414
2021
Q3 		$219K Buy
+2,659
New +$234K 0.02% 385

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

Leavell Investment Management's OTIS Position: Q1 2026 in Review

Leavell Investment Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,502 shares — an estimated $219K sold.

Leavell Investment Management first reported a position in OTIS in Q3 2021 and held it in 13 quarters. The position peaked at $252K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Leavell Investment Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Leavell Investment Management sold 2,502 Otis Worldwide shares in Q1 2026, an estimated $219K.
  • Leavell Investment Management first reported a position in Otis Worldwide in Q3 2021 and held it in 13 quarters.
  • Leavell Investment Management's Otis Worldwide position peaked at $252K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.