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Means Investment Company’s Otis Worldwide OTIS Stock Holding History

Means Investment Company’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 		$474K Hold
6,143
– – 0.04% 130
2025
Q4 		$537K Buy
6,143
+1
+0% +$89 0.05% 122
2025
Q3 		$562K Buy
6,142
+1
+0% +$91 0.05% 124
2025
Q2 		$608K Hold
6,141
– – 0.06% 115
2025
Q1 		$634K Sell
6,141
-49
-0.8% -$4.79K 0.07% 112
2024
Q4 		$573K Buy
6,190
+1
+0% +$100 0.06% 119
2024
Q3 		$643K Hold
6,189
– – 0.07% 114
2024
Q2 		$596K Buy
6,189
+1
+0% +$96 0.07% 114
2024
Q1 		$614K Hold
6,188
– – 0.08% 116
2023
Q4 		$554K Buy
6,188
+1
+0% +$83 0.08% 120
2023
Q3 		$497K Hold
6,187
– – 0.08% 122
2023
Q2 		$551K Buy
6,187
+1
+0% +$84 0.09% 115
2023
Q1 		$522K Hold
6,186
– – 0.09% 115
2022
Q4 		$484K Buy
6,186
+1
+0% +$74 0.1% 119
2022
Q3 		$395K Hold
6,185
– – 0.09% 131
2022
Q2 		$437K Buy
6,185
+1
+0% +$74 0.09% 122
2022
Q1 		$476K Hold
6,184
– – 0.09% 122
2021
Q4 		$538K Buy
6,184
+1
+0% +$84 0.1% 112
2021
Q3 		$509K Hold
6,183
– – 0.1% 109
2021
Q2 		$506K Sell
6,183
-54
-0.9% -$4.16K 0.1% 111
2021
Q1 		$427K Hold
6,237
– – 0.1% 116
2020
Q4 		$396K Sell
6,237
-304
-5% -$19.7K 0.09% 118
2020
Q3 		$416K Buy
6,541
+1
+0% +$61 0.11% 99
2020
Q2 		$421K Buy
+6,540
New +$339K 0.13% 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

Means Investment Company's OTIS Position: Q1 2026 in Review

Means Investment Company held its Otis Worldwide (OTIS) position steady in Q1 2026 at 6,143 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #130.

Means Investment Company first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $643K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Means Investment Company held 6,143 shares of Otis Worldwide worth $474K as of Q1 2026.
  • Means Investment Company left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.04% of Means Investment Company's portfolio in Q1 2026, its #130 holding.
  • Means Investment Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Means Investment Company's Otis Worldwide position peaked at $643K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.