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Legacy Bridge’s Otis Worldwide OTIS Stock Holding History

Legacy Bridge’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
-67
Closed -$5.85K – 431
2025
Q4 		$5.85K Buy
+67
New +$5.99K ﹤0.01% 340
2025
Q1 		– Sell
-250
Closed -$23.2K – 330
2024
Q4 		$23.2K Hold
250
– – 0.01% 226
2024
Q3 		$26K Hold
250
– – 0.01% 223
2024
Q2 		$24.1K Sell
250
-375
-60% -$36.1K 0.01% 214
2024
Q1 		$62K Hold
625
– – 0.04% 187
2023
Q4 		$55.9K Sell
625
-1,971
-76% -$164K 0.04% 185
2023
Q3 		$208K Hold
2,596
– – 0.15% 137
2023
Q2 		$231K Sell
2,596
-315
-11% -$26.5K 0.15% 134
2023
Q1 		$246K Hold
2,911
– – 0.17% 132
2022
Q4 		$228K Hold
2,911
– – 0.16% 131
2022
Q3 		$186K Hold
2,911
– – 0.15% 135
2022
Q2 		$206K Sell
2,911
-100
-3% -$7.37K 0.15% 139
2022
Q1 		$232K Sell
3,011
-65
-2% -$5.2K 0.14% 144
2021
Q4 		$268K Buy
3,076
+235
+8% +$19.7K 0.14% 143
2021
Q3 		$234K Sell
2,841
-10
-0.4% -$879 0.13% 141
2021
Q2 		$233K Sell
2,851
-45
-2% -$3.46K 0.13% 145
2021
Q1 		$198K Sell
2,896
-109
-4% -$7.13K 0.13% 141
2020
Q4 		$203K Hold
3,005
– – 0.15% 133
2020
Q3 		$188K Hold
3,005
– – 0.17% 124
2020
Q2 		$171K Buy
+3,005
New +$156K 0.19% 124

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

Legacy Bridge's OTIS Position: Q1 2026 in Review

Legacy Bridge sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 67 shares — an estimated $5.85K sold.

Legacy Bridge first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $268K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Legacy Bridge reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 67 Otis Worldwide shares in Q1 2026, an estimated $5.85K.
  • Legacy Bridge first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
  • Legacy Bridge's Otis Worldwide position peaked at $268K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.