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Rossmore Private Capital’s Otis Worldwide OTIS Stock Holding History

Rossmore Private Capital’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 		$902K Sell
11,704
-40
-0.3% -$3.5K 0.08% 153
2025
Q4 		$1.03M Buy
11,744
+225
+2% +$20.1K 0.09% 144
2025
Q3 		$1.05M Buy
11,519
+147
+1% +$13.3K 0.11% 128
2025
Q2 		$1.13M Buy
11,372
+21
+0.2% +$2.03K 0.13% 124
2025
Q1 		$1.17M Sell
11,351
-360
-3% -$35.2K 0.14% 122
2024
Q4 		$1.08M Sell
11,711
-15
-0.1% -$1.5K 0.13% 118
2024
Q3 		$1.22M Sell
11,726
-2
-0% -$191 0.15% 113
2024
Q2 		$1.13M Hold
11,728
– – 0.15% 108
2024
Q1 		$1.16M Sell
11,728
-155
-1% -$14.3K 0.15% 111
2023
Q4 		$1.06M Hold
11,883
– – 0.15% 112
2023
Q3 		$954K Buy
11,883
+50
+0.4% +$4.28K 0.14% 116
2023
Q2 		$1.05M Sell
11,833
-250
-2% -$21.1K 0.16% 107
2023
Q1 		$1.02M Sell
12,083
-529
-4% -$43.8K 0.16% 107
2022
Q4 		$988K Sell
12,612
-3,533
-22% -$261K 0.16% 110
2022
Q3 		$1.03M Buy
16,145
+380
+2% +$27.8K 0.18% 99
2022
Q2 		$1.11M Buy
15,765
+580
+4% +$42.7K 0.19% 98
2022
Q1 		$1.17M Sell
15,185
-92
-0.6% -$7.35K 0.18% 100
2021
Q4 		$1.33M Sell
15,277
-225
-1% -$18.8K 0.21% 94
2021
Q3 		$1.28M Buy
15,502
+225
+1% +$19.8K 0.22% 93
2021
Q2 		$1.25M Buy
15,277
+463
+3% +$35.6K 0.21% 96
2021
Q1 		$1.01M Buy
14,814
+2,051
+16% +$134K 0.19% 103
2020
Q4 		$862K Sell
12,763
-1,506
-11% -$97.7K 0.17% 107
2020
Q3 		$891K Buy
14,269
+95
+0.7% +$5.81K 0.21% 97
2020
Q2 		$806K Buy
+14,174
New +$734K 0.22% 95

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

Rossmore Private Capital's OTIS Position: Q1 2026 in Review

Rossmore Private Capital reduced its Otis Worldwide (OTIS) stake by 0.34% in Q1 2026, selling an estimated $3.5K and leaving 11,704 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #153.

Rossmore Private Capital first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.33M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Rossmore Private Capital held 11,704 shares of Otis Worldwide worth $902K as of Q1 2026.
  • Rossmore Private Capital sold 40 Otis Worldwide shares in Q1 2026, an estimated $3.5K.
  • Otis Worldwide made up 0.08% of Rossmore Private Capital's portfolio in Q1 2026, its #153 holding.
  • Rossmore Private Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Rossmore Private Capital's Otis Worldwide position peaked at $1.33M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.