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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
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 $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

Philadelphia Trust Company's OTIS Position: Q1 2026 in Review

Philadelphia Trust Company reduced its Otis Worldwide (OTIS) stake by 2.8% in Q1 2026, selling an estimated $9.71K and leaving 3,818 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #216.

Philadelphia Trust Company first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $957K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Philadelphia Trust Company held 3,818 shares of Otis Worldwide worth $294K as of Q1 2026.
  • Philadelphia Trust Company sold 111 Otis Worldwide shares in Q1 2026, an estimated $9.71K.
  • Otis Worldwide made up 0.02% of Philadelphia Trust Company's portfolio in Q1 2026, its #216 holding.
  • Philadelphia Trust Company first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Philadelphia Trust Company's Otis Worldwide position peaked at $957K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.