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Oppenheimer & Co’s Otis Worldwide OTIS Stock Holding History

Oppenheimer & Co’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 		$639K Sell
8,288
-33
-0.4% -$2.89K 0.01% 1084
2025
Q4 		$727K Buy
8,321
+62
+0.8% +$5.55K 0.01% 927
2025
Q3 		$755K Sell
8,259
-40
-0.5% -$3.63K 0.01% 1023
2025
Q2 		$822K Sell
8,299
-5
-0.1% -$483 0.01% 945
2025
Q1 		$857K Sell
8,304
-1,396
-14% -$136K 0.01% 871
2024
Q4 		$898K Buy
9,700
+337
+4% +$33.8K 0.01% 830
2024
Q3 		$973K Sell
9,363
-380
-4% -$36.2K 0.01% 788
2024
Q2 		$938K Sell
9,743
-8
-0.1% -$771 0.01% 799
2024
Q1 		$968K Sell
9,751
-432
-4% -$39.9K 0.02% 753
2023
Q4 		$911K Sell
10,183
-75
-0.7% -$6.24K 0.02% 740
2023
Q3 		$824K Buy
10,258
+373
+4% +$31.9K 0.02% 735
2023
Q2 		$880K Buy
9,885
+295
+3% +$24.9K 0.02% 757
2023
Q1 		$809K Sell
9,590
-841
-8% -$69.6K 0.02% 767
2022
Q4 		$817K Buy
10,431
+637
+7% +$47K 0.02% 756
2022
Q3 		$625K Sell
9,794
-2,736
-22% -$200K 0.01% 814
2022
Q2 		$886K Buy
12,530
+1,519
+14% +$112K 0.02% 730
2022
Q1 		$848K Buy
11,011
+171
+2% +$13.7K 0.02% 807
2021
Q4 		$944K Sell
10,840
-541
-5% -$45.3K 0.02% 792
2021
Q3 		$936K Buy
11,381
+574
+5% +$50.5K 0.02% 767
2021
Q2 		$883K Sell
10,807
-315
-3% -$24.2K 0.02% 799
2021
Q1 		$761K Sell
11,122
-747
-6% -$48.8K 0.02% 797
2020
Q4 		$802K Sell
11,869
-1,599
-12% -$104K 0.02% 723
2020
Q3 		$842K Sell
13,468
-2,847
-17% -$174K 0.02% 649
2020
Q2 		$928K Buy
+16,315
New +$845K 0.02% 599

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

Oppenheimer & Co's OTIS Position: Q1 2026 in Review

Oppenheimer & Co reduced its Otis Worldwide (OTIS) stake by 0.4% in Q1 2026, selling an estimated $2.89K and leaving 8,288 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #1084.

Oppenheimer & Co first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $973K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Oppenheimer & Co held 8,288 shares of Otis Worldwide worth $639K as of Q1 2026.
  • Oppenheimer & Co sold 33 Otis Worldwide shares in Q1 2026, an estimated $2.89K.
  • Otis Worldwide made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1084 holding.
  • Oppenheimer & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Oppenheimer & Co's Otis Worldwide position peaked at $973K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.