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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
Q2 		$320K Sell
4,464
-10,387
-70% -$776K 0.03% 639
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 $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 $3.38T AUM 44.17% 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

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

Private Trust Company reduced its Otis Worldwide (OTIS) stake by 70% in Q2 2026, selling an estimated $776K and leaving 4,464 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #639.

Private Trust Company first reported a position in OTIS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.57M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Private Trust Company held 4,464 shares of Otis Worldwide worth $320K as of Q2 2026.
  • Private Trust Company sold 10,387 Otis Worldwide shares in Q2 2026, an estimated $776K.
  • Otis Worldwide made up 0.03% of Private Trust Company's portfolio in Q2 2026, its #639 holding.
  • Private Trust Company first reported a position in Otis Worldwide in Q2 2022 and has held it in 17 quarters since.
  • Private Trust Company's Otis Worldwide position peaked at $1.57M in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.