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Rossby Financial’s Otis Worldwide OTIS Stock Holding History

Rossby Financial’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 		$59.7K Buy
771
+692
+876% +$60.5K 0.01% 691
2025
Q4 		$6.9K Buy
79
+31
+65% +$2.77K ﹤0.01% 1030
2025
Q3 		$4.43K Hold
48
– – ﹤0.01% 1004
2025
Q2 		$4.75K Buy
48
+8
+20% +$772 ﹤0.01% 912
2025
Q1 		$3.72K Buy
+40
New +$3.91K ﹤0.01% 837

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

Rossby Financial's OTIS Position: Q1 2026 in Review

Rossby Financial increased its Otis Worldwide (OTIS) stake by 876% in Q1 2026, buying an estimated $60.5K and bringing the position to 771 shares worth $59.7K. The position accounts for 0.01% of the portfolio, ranked #691.

Rossby Financial first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Rossby Financial held 771 shares of Otis Worldwide worth $59.7K as of Q1 2026.
  • Rossby Financial bought 692 Otis Worldwide shares in Q1 2026, an estimated $60.5K.
  • Otis Worldwide made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #691 holding.
  • Rossby Financial first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.