Red Tortoise LLC’s Otis Worldwide OTIS Stock Holding History

Red Tortoise LLC’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	$15.3K	Hold	198	–	–	0.01%	230
2025 Q4	$17.3K	Hold	198	–	–	0.01%	208
2025 Q3	$18.1K	Hold	198	–	–	0.01%	201
2025 Q2	$19.6K	Hold	198	–	–	0.01%	180
2025 Q1	$20.4K	Hold	198	–	–	0.01%	153
2024 Q4	$18.3K	Hold	198	–	–	0.01%	173
2024 Q3	$20.6K	Hold	198	–	–	0.01%	162
2024 Q2	$19.1K	Hold	198	–	–	0.01%	162
2024 Q1	$19.7K	Hold	198	–	–	0.01%	150
2023 Q4	$17.7K	Sell	198 -27	-12%	-$2.25K	0.01%	137
2023 Q3	$18.1K	Hold	225	–	–	0.01%	133
2023 Q2	$20K	Sell	225 -41	-15%	-$3.45K	0.01%	130
2023 Q1	$22.5K	Sell	266 -257	-49%	-$21.3K	0.02%	133
2022 Q4	$41K	Buy	+523	New	+$38.6K	0.03%	129
2021 Q4	–	Sell	-555	Closed	-$35K	–	381
2021 Q3	$35K	Buy	+555	New	+$48.8K	0.03%	125

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

Red Tortoise LLC's OTIS Position: Q1 2026 in Review

Red Tortoise LLC held its Otis Worldwide (OTIS) position steady in Q1 2026 at 198 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #230.

Red Tortoise LLC first reported a position in OTIS in Q3 2021 and has held it in 15 quarters since. The position peaked at $41K in Q4 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Red Tortoise LLC held 198 shares of Otis Worldwide worth $15.3K as of Q1 2026.
Red Tortoise LLC left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #230 holding.
Red Tortoise LLC first reported a position in Otis Worldwide in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Otis Worldwide position peaked at $41K in Q4 2022.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.