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Longfellow Investment Management’s Otis Worldwide OTIS Stock Holding History

Longfellow 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 		$857K Buy
11,115
+3,507
+46% +$307K 0.18% 85
2025
Q4 		$665K Hold
7,608
– – 0.15% 100
2025
Q3 		$696K Buy
+7,608
New +$691K 0.16% 100

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

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

Longfellow Investment Management increased its Otis Worldwide (OTIS) stake by 46% in Q1 2026, buying an estimated $307K and bringing the position to 11,115 shares worth $857K. The position accounts for 0.18% of the portfolio, ranked #85.

Longfellow Investment Management first reported a position in OTIS in Q3 2025 and has held it in 3 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Longfellow Investment Management held 11,115 shares of Otis Worldwide worth $857K as of Q1 2026.
  • Longfellow Investment Management bought 3,507 Otis Worldwide shares in Q1 2026, an estimated $307K.
  • Otis Worldwide made up 0.18% of Longfellow Investment Management's portfolio in Q1 2026, its #85 holding.
  • Longfellow Investment Management first reported a position in Otis Worldwide in Q3 2025 and has held it in 3 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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