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Resources Management Corp’s Otis Worldwide OTIS Stock Holding History

Resources Management Corp’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 		$99K Hold
1,290
– – 0.01% 231
2025
Q4 		$113K Sell
1,290
-50
-4% -$4.47K 0.01% 219
2025
Q3 		$123K Sell
1,340
-40
-3% -$3.63K 0.02% 213
2025
Q2 		$137K Hold
1,380
– – 0.02% 219
2025
Q1 		$142K Sell
1,380
-100
-7% -$9.77K 0.02% 227
2024
Q4 		$137K Hold
1,480
– – 0.02% 242
2024
Q3 		$154K Buy
1,480
+1,154
+354% +$110K 0.02% 235
2024
Q2 		$31K Sell
326
-165
-34% -$15.9K ﹤0.01% 309
2024
Q1 		$49K Buy
491
+46
+10% +$4.25K 0.01% 291
2023
Q4 		$40K Sell
445
-15
-3% -$1.25K 0.01% 302
2023
Q3 		$37K Hold
460
– – 0.01% 303
2023
Q2 		$41K Buy
460
+148
+47% +$12.5K 0.01% 300
2023
Q1 		$5K Sell
312
-487
-61% -$40.3K ﹤0.01% 411
2022
Q4 		$63K Sell
799
-1,502
-65% -$111K 0.01% 289
2022
Q3 		$147K Sell
2,301
-125
-5% -$9.14K 0.03% 244
2022
Q2 		$171K Sell
2,426
-800
-25% -$58.9K 0.03% 240
2022
Q1 		$248K Sell
3,226
-567
-15% -$45.3K 0.03% 231
2021
Q4 		$330K Sell
3,793
-2,424
-39% -$203K 0.04% 220
2021
Q3 		$512K Sell
6,217
-387
-6% -$34K 0.07% 181
2021
Q2 		$540K Sell
6,604
-611
-8% -$47K 0.08% 178
2021
Q1 		$494K Sell
7,215
-344
-5% -$22.5K 0.07% 179
2020
Q4 		$511K Sell
7,559
-3,841
-34% -$249K 0.08% 164
2020
Q3 		$712K Sell
11,400
-1,753
-13% -$107K 0.13% 114
2020
Q2 		$748K Buy
+13,153
New +$681K 0.14% 110

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

Resources Management Corp's OTIS Position: Q1 2026 in Review

Resources Management Corp held its Otis Worldwide (OTIS) position steady in Q1 2026 at 1,290 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #231.

Resources Management Corp first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $748K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Resources Management Corp held 1,290 shares of Otis Worldwide worth $99K as of Q1 2026.
  • Resources Management Corp left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Resources Management Corp's portfolio in Q1 2026, its #231 holding.
  • Resources Management Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Resources Management Corp's Otis Worldwide position peaked at $748K in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.