McIlrath & Eck’s Otis Worldwide OTIS Stock Holding History

McIlrath & Eck’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	$3.47K	Hold	45	–	–	﹤0.01%	1311
2025 Q4	$3.93K	Hold	45	–	–	﹤0.01%	810
2025 Q3	$4.11K	Sell	45 -18	-29%	-$1.63K	﹤0.01%	769
2025 Q2	$6.24K	Buy	63 +18	+40%	+$1.74K	﹤0.01%	683
2025 Q1	$4.64K	Hold	45	–	–	﹤0.01%	731
2024 Q4	$4.17K	Hold	45	–	–	﹤0.01%	785
2024 Q3	$4.68K	Hold	45	–	–	﹤0.01%	750
2024 Q2	$4.33K	Hold	45	–	–	﹤0.01%	737
2024 Q1	$4.47K	Hold	45	–	–	﹤0.01%	744
2023 Q4	$4.03K	Hold	45	–	–	﹤0.01%	715
2023 Q3	$3.61K	Hold	45	–	–	﹤0.01%	714
2023 Q2	$4K	Hold	45	–	–	﹤0.01%	711
2023 Q1	$3.8K	Hold	45	–	–	﹤0.01%	709
2022 Q4	$3.52K	Hold	45	–	–	﹤0.01%	691
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	721
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	699
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	702
2021 Q4	$4K	Sell	45 -6	-12%	-$502	﹤0.01%	664
2021 Q3	$4K	Hold	51	–	–	﹤0.01%	659
2021 Q2	$4K	Buy	51 +47	+1,175%	+$3.62K	﹤0.01%	658
2021 Q1	$0	Buy	+4	New	+$261	﹤0.01%	770
2020 Q3	–	Sell	-53	Closed	-$3K	–	696
2020 Q2	$3K	Buy	+53	New	+$2.75K	﹤0.01%	553

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

McIlrath & Eck's OTIS Position: Q1 2026 in Review

McIlrath & Eck held its Otis Worldwide (OTIS) position steady in Q1 2026 at 45 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

McIlrath & Eck first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $6.24K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

McIlrath & Eck held 45 shares of Otis Worldwide worth $3.47K as of Q1 2026.
McIlrath & Eck left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1311 holding.
McIlrath & Eck first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
McIlrath & Eck's Otis Worldwide position peaked at $6.24K in Q2 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.