OIS
OTIS icon

Okabena Investment Services’s Otis Worldwide OTIS Stock Holding History

Okabena Investment Services’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 		$1.25M Sell
16,264
-464
-3% -$40.6K 0.24% 68
2025
Q4 		$1.46M Sell
16,728
-653
-4% -$58.4K 0.28% 62
2025
Q3 		$1.59M Sell
17,381
-5,079
-23% -$461K 0.31% 55
2025
Q2 		$2.22M Sell
22,460
-2,484
-10% -$240K 0.49% 38
2025
Q1 		$2.57M Buy
24,944
+1,336
+6% +$131K 0.65% 34
2024
Q4 		$2.19M Sell
23,608
-1,942
-8% -$195K 0.61% 39
2024
Q3 		$2.66M Hold
25,550
– – 0.75% 25
2024
Q2 		$2.46M Sell
25,550
-5,911
-19% -$570K 0.78% 28
2024
Q1 		$3.12M Sell
31,461
-3,886
-11% -$359K 1.04% 26
2023
Q4 		$3.16M Sell
35,347
-3,355
-9% -$279K 1.23% 23
2023
Q3 		$3.11M Sell
38,702
-5,102
-12% -$436K 2.42% 10
2023
Q2 		$3.9M Sell
43,804
-10,333
-19% -$871K 2.85% 9
2023
Q1 		$4.57M Buy
54,137
+9,054
+20% +$749K 3.19% 7
2022
Q4 		$3.53M Sell
45,083
-13,752
-23% -$1.02M 2.34% 8
2022
Q3 		$3.75M Sell
58,835
-7,455
-11% -$545K 1.81% 13
2022
Q2 		$4.68M Buy
66,290
+33,350
+101% +$2.46M 2.41% 9
2022
Q1 		$2.54M Buy
32,940
+4,925
+18% +$394K 1.07% 22
2021
Q4 		$2.44M Buy
28,015
+75
+0.3% +$6.28K 0.93% 27
2021
Q3 		$2.3M Buy
27,940
+2,551
+10% +$224K 1.21% 19
2021
Q2 		$2.08M Buy
25,389
+2,316
+10% +$178K 0.98% 30
2021
Q1 		$1.58M Buy
23,073
+4,439
+24% +$290K 0.85% 31
2020
Q4 		$1.26M Buy
18,634
+43
+0.2% +$2.79K 0.73% 31
2020
Q3 		$1.16M Buy
+18,591
New +$1.14M 0.89% 40

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

Okabena Investment Services's OTIS Position: Q1 2026 in Review

Okabena Investment Services reduced its Otis Worldwide (OTIS) stake by 2.8% in Q1 2026, selling an estimated $40.6K and leaving 16,264 shares worth $1.25M. The position accounts for 0.24% of the portfolio, ranked #68.

Okabena Investment Services first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.68M in Q2 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Okabena Investment Services held 16,264 shares of Otis Worldwide worth $1.25M as of Q1 2026.
  • Okabena Investment Services sold 464 Otis Worldwide shares in Q1 2026, an estimated $40.6K.
  • Otis Worldwide made up 0.24% of Okabena Investment Services's portfolio in Q1 2026, its #68 holding.
  • Okabena Investment Services first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Okabena Investment Services's Otis Worldwide position peaked at $4.68M in Q2 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.