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Ridgewood Investments’s Otis Worldwide OTIS Stock Holding History

Ridgewood Investments’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 		$1.35M Buy
+17,460
New +$1.53M 0.55% 52
2025
Q3 		$1.33M Buy
14,581
+4,390
+43% +$399K 0.56% 54
2025
Q2 		$1.01M Buy
10,191
+4,525
+80% +$437K 0.44% 61
2025
Q1 		$585K Buy
5,666
+542
+11% +$52.9K 0.27% 103
2024
Q4 		$475K Buy
5,124
+1,558
+44% +$156K 0.23% 112
2024
Q3 		$371K Buy
3,566
+3,313
+1,309% +$316K 0.19% 124
2024
Q2 		$24.4K Buy
+253
New +$24.4K 0.01% 422
2023
Q3 		– Sell
-14
Closed -$1.25K – 575
2023
Q2 		$1.25K Hold
14
– – ﹤0.01% 729
2023
Q1 		$1.18K Buy
+14
New +$1.16K ﹤0.01% 728

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

Ridgewood Investments's OTIS Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Otis Worldwide (OTIS) in Q1 2026: 17,460 shares worth $1.35M. The stake represents 0.55% of the portfolio and ranks #52 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in OTIS as recently as Q3 2025.

Ridgewood Investments first reported a position in OTIS in Q1 2023 and has held it in 9 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ridgewood Investments held 17,460 shares of Otis Worldwide worth $1.35M as of Q1 2026.
  • Otis Worldwide was a new Ridgewood Investments position in Q1 2026.
  • Otis Worldwide made up 0.55% of Ridgewood Investments's portfolio in Q1 2026, its #52 holding.
  • Ridgewood Investments first reported a position in Otis Worldwide in Q1 2023 and has held it in 9 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.