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Patten & Patten’s Otis Worldwide OTIS Stock Holding History

Patten & Patten’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 		$302K Sell
3,915
-95
-2% -$8.31K 0.02% 290
2025
Q4 		$350K Buy
4,010
+505
+14% +$45.2K 0.02% 279
2025
Q3 		$320K Hold
3,505
– – 0.02% 285
2025
Q2 		$347K Sell
3,505
-20
-0.6% -$1.93K 0.02% 254
2025
Q1 		$364K Sell
3,525
-2
-0.1% -$195 0.02% 247
2024
Q4 		$327K Sell
3,527
-10
-0.3% -$1K 0.02% 255
2024
Q3 		$368K Sell
3,537
-306
-8% -$29.2K 0.02% 246
2024
Q2 		$370K Hold
3,843
– – 0.03% 237
2024
Q1 		$381K Hold
3,843
– – 0.03% 236
2023
Q4 		$344K Hold
3,843
– – 0.03% 226
2023
Q3 		$309K Hold
3,843
– – 0.03% 230
2023
Q2 		$342K Hold
3,843
– – 0.03% 222
2023
Q1 		$324K Sell
3,843
-307
-7% -$25.4K 0.03% 221
2022
Q4 		$325K Sell
4,150
-2,220
-35% -$164K 0.03% 219
2022
Q3 		$406K Sell
6,370
-21
-0.3% -$1.54K 0.04% 206
2022
Q2 		$452K Sell
6,391
-200
-3% -$14.7K 0.04% 203
2022
Q1 		$507K Sell
6,591
-315
-5% -$25.2K 0.04% 205
2021
Q4 		$601K Buy
6,906
+33
+0.5% +$2.76K 0.04% 190
2021
Q3 		$566K Buy
6,873
+6
+0.1% +$528 0.04% 192
2021
Q2 		$562K Sell
6,867
-1,620
-19% -$125K 0.04% 196
2021
Q1 		$581K Sell
8,487
-787
-8% -$51.4K 0.05% 188
2020
Q4 		$626K Sell
9,274
-1,692
-15% -$110K 0.05% 174
2020
Q3 		$684K Sell
10,966
-779
-7% -$47.6K 0.07% 157
2020
Q2 		$668K Buy
+11,745
New +$609K 0.07% 153

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

Patten & Patten's OTIS Position: Q1 2026 in Review

Patten & Patten reduced its Otis Worldwide (OTIS) stake by 2.4% in Q1 2026, selling an estimated $8.31K and leaving 3,915 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #290.

Patten & Patten first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $684K in Q3 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Patten & Patten held 3,915 shares of Otis Worldwide worth $302K as of Q1 2026.
  • Patten & Patten sold 95 Otis Worldwide shares in Q1 2026, an estimated $8.31K.
  • Otis Worldwide made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #290 holding.
  • Patten & Patten first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Patten & Patten's Otis Worldwide position peaked at $684K in Q3 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.