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Rothschild Investment LLC’s Otis Worldwide OTIS Stock Holding History

Rothschild Investment 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 		$291K Sell
3,775
-1,584
-30% -$139K 0.02% 558
2025
Q4 		$468K Sell
5,359
-1,278
-19% -$114K 0.03% 382
2025
Q3 		$607K Buy
6,637
+2,886
+77% +$262K 0.03% 311
2025
Q2 		$371K Sell
3,751
-24
-0.6% -$2.32K 0.02% 394
2025
Q1 		$390K Sell
3,775
-2
-0.1% -$195 0.03% 382
2024
Q4 		$350K Buy
3,777
+44
+1% +$4.41K 0.02% 401
2024
Q3 		$388K Sell
3,733
-120
-3% -$11.4K 0.03% 393
2024
Q2 		$371K Sell
3,853
-77
-2% -$7.42K 0.03% 391
2024
Q1 		$390K Buy
3,930
+60
+2% +$5.54K 0.03% 363
2023
Q4 		$346K Sell
3,870
-385
-9% -$32K 0.03% 333
2023
Q3 		$342K Sell
4,255
-11
-0.3% -$941 0.03% 362
2023
Q2 		$380K Buy
4,266
+953
+29% +$80.3K 0.03% 342
2023
Q1 		$280K Buy
3,313
+10
+0.3% +$827 0.02% 393
2022
Q4 		$259K Hold
3,303
– – 0.02% 398
2022
Q3 		$211K Hold
3,303
– – 0.02% 421
2022
Q2 		$233K Hold
3,303
– – 0.02% 413
2022
Q1 		$254K Hold
3,303
– – 0.02% 418
2021
Q4 		$288K Hold
3,303
– – 0.02% 402
2021
Q3 		$272K Hold
3,303
– – 0.02% 407
2021
Q2 		$270K Hold
3,303
– – 0.02% 415
2021
Q1 		$226K Hold
3,303
– – 0.02% 433
2020
Q4 		$223K Sell
3,303
-7
-0.2% -$454 0.02% 409
2020
Q3 		$207K Buy
+3,310
New +$202K 0.02% 387

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

Rothschild Investment LLC's OTIS Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Otis Worldwide (OTIS) stake by 30% in Q1 2026, selling an estimated $139K and leaving 3,775 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #558.

Rothschild Investment LLC first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $607K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Rothschild Investment LLC held 3,775 shares of Otis Worldwide worth $291K as of Q1 2026.
  • Rothschild Investment LLC sold 1,584 Otis Worldwide shares in Q1 2026, an estimated $139K.
  • Otis Worldwide made up 0.02% of Rothschild Investment LLC's portfolio in Q1 2026, its #558 holding.
  • Rothschild Investment LLC first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Rothschild Investment LLC's Otis Worldwide position peaked at $607K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.