Pathstone Holdings
OTIS icon

Pathstone Holdings’s Otis Worldwide OTIS Stock Holding History

Pathstone Holdings’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 		$3.12M Sell
40,535
-5,206
-11% -$455K 0.01% 795
2025
Q4 		$4M Sell
45,741
-1,055
-2% -$94.4K 0.02% 657
2025
Q3 		$4.28M Sell
46,796
-1,885
-4% -$171K 0.02% 620
2025
Q2 		$4.82M Sell
48,681
-30,377
-38% -$2.93M 0.02% 554
2025
Q1 		$8.16M Buy
79,058
+32,086
+68% +$3.13M 0.04% 404
2024
Q4 		$4.35M Sell
46,972
-310
-0.7% -$31.1K 0.02% 593
2024
Q3 		$4.91M Buy
47,282
+604
+1% +$57.5K 0.02% 554
2024
Q2 		$4.49M Buy
46,678
+945
+2% +$91.1K 0.02% 568
2024
Q1 		$4.54M Buy
45,733
+2,233
+5% +$206K 0.02% 535
2023
Q4 		$3.92M Buy
+43,500
New +$3.62M 0.02% 495

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

Pathstone Holdings's OTIS Position: Q1 2026 in Review

Pathstone Holdings reduced its Otis Worldwide (OTIS) stake by 11% in Q1 2026, selling an estimated $455K and leaving 40,535 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #795.

Pathstone Holdings first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.16M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Pathstone Holdings held 40,535 shares of Otis Worldwide worth $3.12M as of Q1 2026.
  • Pathstone Holdings sold 5,206 Otis Worldwide shares in Q1 2026, an estimated $455K.
  • Otis Worldwide made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #795 holding.
  • Pathstone Holdings first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Otis Worldwide position peaked at $8.16M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.