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Montag & Associates’s Otis Worldwide OTIS Stock Holding History

Montag & Associates’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 		$366K Sell
4,749
-205
-4% -$17.9K 0.02% 341
2025
Q4 		$433K Buy
4,954
+205
+4% +$18.3K 0.02% 317
2025
Q3 		$434K Hold
4,749
– – 0.02% 322
2025
Q2 		$470K Sell
4,749
-200
-4% -$19.3K 0.02% 311
2025
Q1 		$511K Hold
4,949
– – 0.03% 309
2024
Q4 		$458K Sell
4,949
-667
-12% -$66.9K 0.02% 323
2024
Q3 		$584K Sell
5,616
-29
-0.5% -$2.76K 0.03% 311
2024
Q2 		$543K Hold
5,645
– – 0.03% 302
2024
Q1 		$560K Sell
5,645
-72
-1% -$6.66K 0.03% 309
2023
Q4 		$512K Hold
5,717
– – 0.03% 299
2023
Q3 		$459K Hold
5,717
– – 0.03% 296
2023
Q2 		$509K Sell
5,717
-117
-2% -$9.86K 0.03% 284
2023
Q1 		$492K Sell
5,834
-450
-7% -$37.2K 0.03% 281
2022
Q4 		$492K Sell
6,284
-162
-3% -$12K 0.03% 264
2022
Q3 		$411K Sell
6,446
-43
-0.7% -$3.15K 0.03% 275
2022
Q2 		$459K Sell
6,489
-1,375
-17% -$101K 0.03% 272
2022
Q1 		$605K Sell
7,864
-172
-2% -$13.7K 0.03% 272
2021
Q4 		$700K Sell
8,036
-269
-3% -$22.5K 0.03% 266
2021
Q3 		$683K Hold
8,305
– – 0.04% 263
2021
Q2 		$679K Sell
8,305
-55
-0.7% -$4.23K 0.04% 265
2021
Q1 		$572K Sell
8,360
-115
-1% -$7.52K 0.03% 281
2020
Q4 		$572K Sell
8,475
-788
-9% -$51.1K 0.04% 262
2020
Q3 		$578K Sell
9,263
-500
-5% -$30.6K 0.05% 218
2020
Q2 		$555K Buy
+9,763
New +$506K 0.05% 218

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

Montag & Associates's OTIS Position: Q1 2026 in Review

Montag & Associates reduced its Otis Worldwide (OTIS) stake by 4.1% in Q1 2026, selling an estimated $17.9K and leaving 4,749 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #341.

Montag & Associates first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $700K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Montag & Associates held 4,749 shares of Otis Worldwide worth $366K as of Q1 2026.
  • Montag & Associates sold 205 Otis Worldwide shares in Q1 2026, an estimated $17.9K.
  • Otis Worldwide made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #341 holding.
  • Montag & Associates first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Montag & Associates's Otis Worldwide position peaked at $700K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.