Quent Capital’s Otis Worldwide OTIS Stock Holding History

Quent Capital’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	$54.8K	Sell	710 -588	-45%	-$51.4K	﹤0.01%	714
2025 Q4	$113K	Sell	1,298 -23	-2%	-$2.06K	0.01%	529
2025 Q3	$121K	Buy	+1,321	New	+$120K	0.01%	384
2025 Q2	–	Sell	-1,172	Closed	-$121K	–	961
2025 Q1	$121K	Sell	1,172 -166	-12%	-$16.2K	0.01%	348
2024 Q4	$124K	Hold	1,338	–	–	0.01%	361
2024 Q3	$139K	Sell	1,338 -21	-2%	-$2K	0.01%	410
2024 Q2	$131K	Buy	1,359 +1	+0.1%	+$96	0.01%	399
2024 Q1	$135K	Buy	1,358 +97	+8%	+$8.96K	0.02%	414
2023 Q4	$113K	Hold	1,261	–	–	0.02%	421
2023 Q3	$101K	Hold	1,261	–	–	0.02%	404
2023 Q2	$112K	Sell	1,261 -31	-2%	-$2.61K	0.02%	395
2023 Q1	$109K	Buy	1,292 +473	+58%	+$39.1K	0.02%	397
2022 Q4	$64.2K	Buy	819 +99	+14%	+$7.31K	0.01%	516
2022 Q3	$46K	Buy	720 +19	+3%	+$1.39K	0.01%	568
2022 Q2	$50K	Buy	701 +26	+4%	+$1.92K	0.01%	521
2022 Q1	$52K	Sell	675 -214	-24%	-$17.1K	0.01%	585
2021 Q4	$77K	Buy	+889	New	+$74.4K	0.02%	459

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Quent Capital's OTIS Position: Q1 2026 in Review

Quent Capital reduced its Otis Worldwide (OTIS) stake by 45% in Q1 2026, selling an estimated $51.4K and leaving 710 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Quent Capital first reported a position in OTIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $139K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Quent Capital held 710 shares of Otis Worldwide worth $54.8K as of Q1 2026.
Quent Capital sold 588 Otis Worldwide shares in Q1 2026, an estimated $51.4K.
Otis Worldwide made up ﹤0.01% of Quent Capital's portfolio in Q1 2026, its #714 holding.
Quent Capital first reported a position in Otis Worldwide in Q4 2021 and has held it in 17 quarters since.
Quent Capital's Otis Worldwide position peaked at $139K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Quent Capital's 13F filing for Q1 2026, filed 28 Apr 2026.