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MidAtlantic Capital Management’s Otis Worldwide OTIS Stock Holding History

MidAtlantic Capital 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 		– Sell
-60
Closed -$5.24K – 182
2025
Q4 		$5.24K Buy
+60
New +$5.37K ﹤0.01% 216
2025
Q1 		– Sell
-60
Closed -$5.56K – 183
2024
Q4 		$5.56K Hold
60
– – ﹤0.01% 220
2024
Q3 		$6.24K Hold
60
– – ﹤0.01% 213
2024
Q2 		$5.78K Sell
60
-60
-50% -$5.78K ﹤0.01% 201
2024
Q1 		$11.9K Hold
120
– – 0.01% 200
2023
Q4 		$10.7K Buy
+120
New +$9.98K 0.01% 199

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MidAtlantic Capital Management's OTIS Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 60 shares — an estimated $5.24K sold.

MidAtlantic Capital Management first reported a position in OTIS in Q4 2023 and held it in 6 quarters. The position peaked at $11.9K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 60 Otis Worldwide shares in Q1 2026, an estimated $5.24K.
  • MidAtlantic Capital Management first reported a position in Otis Worldwide in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's Otis Worldwide position peaked at $11.9K in Q1 2024.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.