Ogorek Anthony Joseph’s Otis Worldwide OTIS Stock Holding History

Ogorek Anthony Joseph’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	$4K	Sell	62 -3	-5%	-$262	﹤0.01%	518
2025 Q4	$5K	Buy	65 +30	+86%	+$2.68K	﹤0.01%	488
2025 Q3	$3K	Buy	35 +3	+9%	+$272	﹤0.01%	549
2025 Q2	$3K	Sell	32 -23	-42%	-$2.22K	﹤0.01%	536
2025 Q1	$5K	Buy	55 +32	+139%	+$3.13K	﹤0.01%	470
2024 Q4	$2K	Hold	23	–	–	﹤0.01%	279
2024 Q3	$2K	Hold	23	–	–	﹤0.01%	250
2024 Q2	$2K	Hold	23	–	–	﹤0.01%	252
2024 Q1	$2K	Hold	23	–	–	﹤0.01%	257
2023 Q4	$2K	Hold	23	–	–	﹤0.01%	267
2023 Q3	$1K	Hold	23	–	–	﹤0.01%	259
2023 Q2	$2K	Hold	23	–	–	﹤0.01%	243
2023 Q1	$1K	Hold	23	–	–	﹤0.01%	259
2022 Q4	$1K	Hold	23	–	–	﹤0.01%	218
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	211
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	211
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	234
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	228
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	223
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	200
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	190
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	191
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	173
2020 Q2	$1K	Buy	+23	New	+$1.19K	﹤0.01%	185

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

Ogorek Anthony Joseph's OTIS Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its Otis Worldwide (OTIS) stake by 4.6% in Q1 2026, selling an estimated $262 and leaving 62 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Ogorek Anthony Joseph first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Ogorek Anthony Joseph held 62 shares of Otis Worldwide worth $4K as of Q1 2026.
Ogorek Anthony Joseph sold 3 Otis Worldwide shares in Q1 2026, an estimated $262.
Otis Worldwide made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #518 holding.
Ogorek Anthony Joseph first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Ogorek Anthony Joseph's Otis Worldwide position peaked at $5K in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.