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Private Trust Company’s Otis Worldwide OTIS Stock Holding History

Private 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 		$1.14M Sell
14,851
-1,158
-7% -$101K 0.1% 226
2025
Q4 		$1.4M Buy
16,009
+390
+2% +$34.9K 0.12% 184
2025
Q3 		$1.43M Buy
15,619
+393
+3% +$35.7K 0.13% 173
2025
Q2 		$1.51M Sell
15,226
-9
-0.1% -$869 0.14% 155
2025
Q1 		$1.57M Buy
15,235
+896
+6% +$87.5K 0.16% 135
2024
Q4 		$1.33M Sell
14,339
-141
-1% -$14.1K 0.14% 159
2024
Q3 		$1.51M Buy
14,480
+1,477
+11% +$141K 0.15% 148
2024
Q2 		$1.25M Buy
13,003
+72
+0.6% +$6.94K 0.13% 167
2024
Q1 		$1.28M Buy
12,931
+118
+0.9% +$10.9K 0.14% 164
2023
Q4 		$1.15M Sell
12,813
-26
-0.2% -$2.16K 0.13% 171
2023
Q3 		$1.03M Hold
12,839
– – 0.14% 167
2023
Q2 		$1.14M Sell
12,839
-557
-4% -$46.9K 0.14% 168
2023
Q1 		$1.13M Buy
13,396
+12
+0.1% +$993 0.15% 159
2022
Q4 		$1.05M Sell
13,384
-650
-5% -$48K 0.16% 157
2022
Q3 		$895K Buy
14,034
+2,790
+25% +$204K 0.15% 164
2022
Q2 		$795K Buy
+11,244
New +$828K 0.12% 195

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

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

Private Trust Company reduced its Otis Worldwide (OTIS) stake by 7.2% in Q1 2026, selling an estimated $101K and leaving 14,851 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #226.

Private Trust Company first reported a position in OTIS in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.57M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Private Trust Company held 14,851 shares of Otis Worldwide worth $1.14M as of Q1 2026.
  • Private Trust Company sold 1,158 Otis Worldwide shares in Q1 2026, an estimated $101K.
  • Otis Worldwide made up 0.1% of Private Trust Company's portfolio in Q1 2026, its #226 holding.
  • Private Trust Company first reported a position in Otis Worldwide in Q2 2022 and has held it in 16 quarters since.
  • Private Trust Company's Otis Worldwide position peaked at $1.57M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.