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M. Kraus & Co’s Otis Worldwide OTIS Stock Holding History

M. Kraus & Co’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 		$1.78M Sell
23,115
-1,201
-5% -$105K 0.52% 36
2025
Q4 		$2.12M Sell
24,316
-292
-1% -$26.1K 0.59% 34
2025
Q3 		$2.25M Sell
24,608
-1,420
-5% -$129K 0.63% 34
2025
Q2 		$2.58M Sell
26,028
-317
-1% -$30.6K 0.76% 30
2025
Q1 		$2.72M Sell
26,345
-2,260
-8% -$221K 0.83% 30
2024
Q4 		$2.65M Sell
28,605
-552
-2% -$55.4K 0.79% 31
2024
Q3 		$3.03M Sell
29,157
-885
-3% -$84.3K 0.89% 28
2024
Q2 		$2.89M Sell
30,042
-150
-0.5% -$14.5K 0.89% 29
2024
Q1 		$3M Buy
30,192
+18
+0.1% +$1.66K 0.91% 29
2023
Q4 		$2.7M Sell
30,174
-485
-2% -$40.3K 0.88% 30
2023
Q3 		$2.46M Sell
30,659
-324
-1% -$27.7K 0.87% 30
2023
Q2 		$2.76M Sell
30,983
-2,037
-6% -$172K 0.93% 28
2023
Q1 		$2.79M Sell
33,020
-4,202
-11% -$348K 0.98% 29
2022
Q4 		$2.91M Sell
37,222
-3,372
-8% -$249K 1.07% 28
2022
Q3 		$2.59M Sell
40,594
-190
-0.5% -$13.9K 1.08% 29
2022
Q2 		$2.88M Buy
40,784
+80
+0.2% +$5.89K 1.11% 30
2022
Q1 		$3.13M Buy
40,704
+15
+0% +$1.2K 1.05% 30
2021
Q4 		$3.54M Buy
40,689
+2,626
+7% +$220K 1.13% 30
2021
Q3 		$3.13M Buy
38,063
+2,523
+7% +$222K 1.12% 30
2021
Q2 		$2.91M Buy
35,540
+654
+2% +$50.3K 1.05% 30
2021
Q1 		$2.39M Sell
34,886
-29
-0.1% -$1.9K 0.93% 29
2020
Q4 		$2.36M Buy
34,915
+5,968
+21% +$387K 0.98% 29
2020
Q3 		$1.81M Sell
28,947
-340
-1% -$20.8K 0.85% 28
2020
Q2 		$1.67M Buy
+29,287
New +$1.52M 0.86% 28

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

M. Kraus & Co's OTIS Position: Q1 2026 in Review

M. Kraus & Co reduced its Otis Worldwide (OTIS) stake by 4.9% in Q1 2026, selling an estimated $105K and leaving 23,115 shares worth $1.78M. The position accounts for 0.52% of the portfolio, ranked #36.

M. Kraus & Co first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.54M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • M. Kraus & Co held 23,115 shares of Otis Worldwide worth $1.78M as of Q1 2026.
  • M. Kraus & Co sold 1,201 Otis Worldwide shares in Q1 2026, an estimated $105K.
  • Otis Worldwide made up 0.52% of M. Kraus & Co's portfolio in Q1 2026, its #36 holding.
  • M. Kraus & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • M. Kraus & Co's Otis Worldwide position peaked at $3.54M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on M. Kraus & Co's 13F filing for Q1 2026, filed 14 Apr 2026.