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Philadelphia Trust Company’s Otis Worldwide OTIS Stock Holding History

Philadelphia Trust Company’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
Q2 		$273K Hold
3,818
– – 0.02% 231
2026
Q1 		$294K Sell
3,818
-111
-3% -$9.71K 0.02% 216
2025
Q4 		$343K Hold
3,929
– – 0.02% 198
2025
Q3 		$359K Hold
3,929
– – 0.03% 181
2025
Q2 		$389K Sell
3,929
-35
-0.9% -$3.38K 0.03% 173
2025
Q1 		$409K Sell
3,964
-435
-10% -$42.5K 0.04% 173
2024
Q4 		$407K Sell
4,399
-225
-5% -$22.6K 0.03% 168
2024
Q3 		$481K Sell
4,624
-2,804
-38% -$267K 0.03% 161
2024
Q2 		$715K Sell
7,428
-11
-0.1% -$1.06K 0.06% 130
2024
Q1 		$738K Sell
7,439
-90
-1% -$8.32K 0.06% 134
2023
Q4 		$674K Hold
7,529
– – 0.06% 129
2023
Q3 		$605K Buy
7,529
+45
+0.6% +$3.85K 0.06% 138
2023
Q2 		$666K Sell
7,484
-95
-1% -$8K 0.06% 138
2023
Q1 		$640K Sell
7,579
-1,345
-15% -$111K 0.07% 137
2022
Q4 		$699K Buy
8,924
+20
+0.2% +$1.48K 0.07% 132
2022
Q3 		$568K Sell
8,904
-45
-0.5% -$3.29K 0.06% 134
2022
Q2 		$632K Sell
8,949
-1,675
-16% -$123K 0.06% 133
2022
Q1 		$818K Sell
10,624
-370
-3% -$29.6K 0.06% 136
2021
Q4 		$957K Buy
10,994
+783
+8% +$65.5K 0.07% 130
2021
Q3 		$840K Buy
10,211
+385
+4% +$33.9K 0.06% 140
2021
Q2 		$803K Buy
9,826
+1,058
+12% +$81.4K 0.06% 150
2021
Q1 		$600K Buy
8,768
+2,815
+47% +$184K 0.05% 157
2020
Q4 		$402K Buy
+5,953
New +$386K 0.03% 169

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Philadelphia Trust Company's OTIS Position: Q2 2026 in Review

Philadelphia Trust Company held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,818 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #231.

Philadelphia Trust Company first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $957K in Q4 2021. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Philadelphia Trust Company held 3,818 shares of Otis Worldwide worth $273K as of Q2 2026.
  • Philadelphia Trust Company left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.02% of Philadelphia Trust Company's portfolio in Q2 2026, its #231 holding.
  • Philadelphia Trust Company first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Philadelphia Trust Company's Otis Worldwide position peaked at $957K in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.