Orion Capital Management’s Otis Worldwide OTIS Stock Holding History

Orion Capital Management’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	$28.9K	Hold	375	–	–	0.01%	304
2025 Q4	$32.8K	Hold	375	–	–	0.01%	305
2025 Q3	$34.3K	Hold	375	–	–	0.01%	296
2025 Q2	$37.1K	Hold	375	–	–	0.01%	274
2025 Q1	$38.7K	Hold	375	–	–	0.02%	263
2024 Q4	$34.7K	Buy	+375	New	+$37.6K	0.02%	271
2024 Q3	–	Sell	-375	Closed	-$36.1K	–	340
2024 Q2	$36.1K	Hold	375	–	–	0.02%	263
2024 Q1	$37.2K	Hold	375	–	–	0.02%	274
2023 Q4	$33.6K	Hold	375	–	–	0.02%	283
2023 Q3	$30.1K	Buy	+375	New	+$32.1K	0.02%	279
2023 Q2	–	Sell	-375	Closed	-$31.6K	–	343
2023 Q1	$31.6K	Hold	375	–	–	0.02%	267
2022 Q4	$29.4K	Hold	375	–	–	0.02%	241
2022 Q3	$24K	Hold	375	–	–	0.02%	254
2022 Q2	$27K	Hold	375	–	–	0.02%	244
2022 Q1	$29K	Hold	375	–	–	0.02%	246
2021 Q4	$33K	Hold	375	–	–	0.02%	226
2021 Q3	$31K	Buy	+375	New	+$33K	0.02%	223

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

Orion Capital Management's OTIS Position: Q1 2026 in Review

Orion Capital Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 375 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #304.

Orion Capital Management first reported a position in OTIS in Q3 2021 and has held it in 17 quarters since. The position peaked at $38.7K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Orion Capital Management held 375 shares of Otis Worldwide worth $28.9K as of Q1 2026.
Orion Capital Management left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.01% of Orion Capital Management's portfolio in Q1 2026, its #304 holding.
Orion Capital Management first reported a position in Otis Worldwide in Q3 2021 and has held it in 17 quarters since.
Orion Capital Management's Otis Worldwide position peaked at $38.7K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.