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Marble Harbor Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Marble Harbor Investment Counsel’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 		$494K Sell
6,407
-612
-9% -$53.5K 0.05% 126
2025
Q4 		$613K Hold
7,019
– – 0.07% 107
2025
Q3 		$642K Sell
7,019
-750
-10% -$68.1K 0.07% 104
2025
Q2 		$769K Hold
7,769
– – 0.08% 91
2025
Q1 		$802K Sell
7,769
-350
-4% -$34.2K 0.09% 90
2024
Q4 		$752K Hold
8,119
– – 0.08% 97
2024
Q3 		$844K Sell
8,119
-95
-1% -$9.05K 0.09% 96
2024
Q2 		$791K Hold
8,214
– – 0.09% 97
2024
Q1 		$815K Sell
8,214
-100
-1% -$9.24K 0.09% 96
2023
Q4 		$744K Buy
8,314
+100
+1% +$8.31K 0.09% 104
2023
Q3 		$660K Buy
8,214
+143
+2% +$12.2K 0.09% 107
2023
Q2 		$718K Hold
8,071
– – 0.09% 104
2023
Q1 		$681K Sell
8,071
-2,762
-25% -$229K 0.09% 109
2022
Q4 		$848K Sell
10,833
-750
-6% -$55.4K 0.11% 96
2022
Q3 		$739K Sell
11,583
-108
-0.9% -$7.9K 0.11% 95
2022
Q2 		$826K Buy
11,691
+108
+0.9% +$7.95K 0.13% 96
2022
Q1 		$891K Sell
11,583
-37
-0.3% -$2.96K 0.11% 98
2021
Q4 		$1.01M Hold
11,620
– – 0.12% 91
2021
Q3 		$956K Sell
11,620
-25
-0.2% -$2.2K 0.13% 90
2021
Q2 		$952K Sell
11,645
-175
-1% -$13.5K 0.12% 93
2021
Q1 		$809K Hold
11,820
– – 0.11% 97
2020
Q4 		$798K Sell
11,820
-300
-2% -$19.5K 0.12% 93
2020
Q3 		$757K Buy
12,120
+53
+0.4% +$3.24K 0.12% 90
2020
Q2 		$686K Buy
+12,067
New +$625K 0.12% 92

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

Marble Harbor Investment Counsel's OTIS Position: Q1 2026 in Review

Marble Harbor Investment Counsel reduced its Otis Worldwide (OTIS) stake by 8.7% in Q1 2026, selling an estimated $53.5K and leaving 6,407 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #126.

Marble Harbor Investment Counsel first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Marble Harbor Investment Counsel held 6,407 shares of Otis Worldwide worth $494K as of Q1 2026.
  • Marble Harbor Investment Counsel sold 612 Otis Worldwide shares in Q1 2026, an estimated $53.5K.
  • Otis Worldwide made up 0.05% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #126 holding.
  • Marble Harbor Investment Counsel first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Marble Harbor Investment Counsel's Otis Worldwide position peaked at $1.01M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.