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Principal Securities’s Otis Worldwide OTIS Stock Holding History

Principal Securities’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 		$969K Sell
12,576
-159
-1% -$13.9K 0.01% 737
2025
Q4 		$1.11M Buy
12,735
+692
+6% +$61.9K 0.02% 666
2025
Q3 		$1.1M Buy
12,043
+2,696
+29% +$245K 0.02% 636
2025
Q2 		$926K Sell
9,347
-4,799
-34% -$463K 0.02% 637
2025
Q1 		$1.31M Buy
14,146
+1
+0% +$98 0.03% 467
2024
Q4 		$1.31M Sell
14,145
-1,591
-10% -$160K 0.03% 466
2024
Q3 		$1.64M Buy
15,736
+2,248
+17% +$214K 0.04% 409
2024
Q2 		$1.3M Buy
13,488
+918
+7% +$88.5K 0.04% 414
2024
Q1 		$1.25M Buy
12,570
+2,011
+19% +$186K 0.04% 395
2023
Q4 		$945K Buy
+10,559
New +$878K 0.04% 430

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

Principal Securities's OTIS Position: Q1 2026 in Review

Principal Securities reduced its Otis Worldwide (OTIS) stake by 1.2% in Q1 2026, selling an estimated $13.9K and leaving 12,576 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #737.

Principal Securities first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.64M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Principal Securities held 12,576 shares of Otis Worldwide worth $969K as of Q1 2026.
  • Principal Securities sold 159 Otis Worldwide shares in Q1 2026, an estimated $13.9K.
  • Otis Worldwide made up 0.01% of Principal Securities's portfolio in Q1 2026, its #737 holding.
  • Principal Securities first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Otis Worldwide position peaked at $1.64M in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.