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Legacy Trust’s Otis Worldwide OTIS Stock Holding History

Legacy Trust’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 		$216K Buy
2,798
+83
+3% +$7.26K 0.04% 196
2025
Q4 		$237K Buy
+2,715
New +$243K 0.04% 182

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 Trust's OTIS Position: Q1 2026 in Review

Legacy Trust increased its Otis Worldwide (OTIS) stake by 3.1% in Q1 2026, buying an estimated $7.26K and bringing the position to 2,798 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #196.

Legacy Trust first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $237K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Legacy Trust held 2,798 shares of Otis Worldwide worth $216K as of Q1 2026.
  • Legacy Trust bought 83 Otis Worldwide shares in Q1 2026, an estimated $7.26K.
  • Otis Worldwide made up 0.04% of Legacy Trust's portfolio in Q1 2026, its #196 holding.
  • Legacy Trust first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • Legacy Trust's Otis Worldwide position peaked at $237K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.