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Millstone Evans Group’s Otis Worldwide OTIS Stock Holding History

Millstone Evans Group’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 		$4.55K Hold
59
– – ﹤0.01% 662
2025
Q4 		$5.15K Hold
59
– – ﹤0.01% 639
2025
Q3 		$5.39K Hold
59
– – ﹤0.01% 622
2025
Q2 		$5.84K Sell
59
-13
-18% -$1.25K ﹤0.01% 575
2025
Q1 		$7.43K Hold
72
– – 0.01% 554
2024
Q4 		$6.67K Buy
+72
New +$7.22K ﹤0.01% 542

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

Millstone Evans Group's OTIS Position: Q1 2026 in Review

Millstone Evans Group held its Otis Worldwide (OTIS) position steady in Q1 2026 at 59 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Millstone Evans Group first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.43K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Millstone Evans Group held 59 shares of Otis Worldwide worth $4.55K as of Q1 2026.
  • Millstone Evans Group left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #662 holding.
  • Millstone Evans Group first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's Otis Worldwide position peaked at $7.43K in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.