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Rathbones Group’s Otis Worldwide OTIS Stock Holding History

Rathbones Group’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 		$27.4M Sell
356,023
-35,168
-9% -$3.08M 0.11% 113
2025
Q4 		$34.2M Sell
391,191
-50,839
-12% -$4.55M 0.13% 105
2025
Q3 		$40.4M Sell
442,030
-65,960
-13% -$5.99M 0.16% 103
2025
Q2 		$50.3M Sell
507,990
-4,704
-0.9% -$454K 0.22% 95
2025
Q1 		$52.9M Buy
512,694
+28,330
+6% +$2.77M 0.26% 88
2024
Q4 		$44.9M Buy
484,364
+11,804
+2% +$1.18M 0.22% 99
2024
Q3 		$49.1M Buy
472,560
+18,353
+4% +$1.75M 0.25% 91
2024
Q2 		$43.7M Buy
454,207
+28,318
+7% +$2.73M 0.24% 91
2024
Q1 		$42.3M Buy
425,889
+11,307
+3% +$1.05M 0.24% 92
2023
Q4 		$37.1M Buy
414,582
+3,066
+0.7% +$255K 0.24% 94
2023
Q3 		$33M Buy
411,516
+9,209
+2% +$788K 0.24% 95
2023
Q2 		$35.8M Buy
402,307
+9,820
+3% +$827K 0.33% 83
2023
Q1 		$33.1M Sell
392,487
-5,606
-1% -$464K 0.34% 76
2022
Q4 		$31.2M Buy
398,093
+11,298
+3% +$834K 0.35% 75
2022
Q3 		$24.7M Buy
386,795
+9,042
+2% +$662K 0.3% 83
2022
Q2 		$26.7M Buy
377,753
+16,349
+5% +$1.2M 0.31% 85
2022
Q1 		$27.8M Buy
361,404
+59,615
+20% +$4.76M 0.28% 87
2021
Q4 		$26.3M Buy
301,789
+21,093
+8% +$1.77M 0.26% 91
2021
Q3 		$23.1M Buy
280,696
+32,886
+13% +$2.89M 0.25% 91
2021
Q2 		$20.3M Buy
247,810
+50,755
+26% +$3.91M 0.23% 96
2021
Q1 		$13.5M Buy
197,055
+64,324
+48% +$4.2M 0.17% 104
2020
Q4 		$8.97M Buy
132,731
+57,068
+75% +$3.7M 0.13% 110
2020
Q3 		$4.72M Buy
75,663
+71,334
+1,648% +$4.36M 0.08% 127
2020
Q2 		$246K Buy
+4,329
New +$224K 0.01% 313

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

Rathbones Group's OTIS Position: Q1 2026 in Review

Rathbones Group reduced its Otis Worldwide (OTIS) stake by 9% in Q1 2026, selling an estimated $3.08M and leaving 356,023 shares worth $27.4M. The position accounts for 0.11% of the portfolio, ranked #113.

Rathbones Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $52.9M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Rathbones Group held 356,023 shares of Otis Worldwide worth $27.4M as of Q1 2026.
  • Rathbones Group sold 35,168 Otis Worldwide shares in Q1 2026, an estimated $3.08M.
  • Otis Worldwide made up 0.11% of Rathbones Group's portfolio in Q1 2026, its #113 holding.
  • Rathbones Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Rathbones Group's Otis Worldwide position peaked at $52.9M in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.