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Roundview Capital’s Otis Worldwide OTIS Stock Holding History

Roundview 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 		– Sell
-3,069
Closed -$268K – 348
2025
Q4 		$268K Sell
3,069
-8,934
-74% -$799K 0.02% 298
2025
Q3 		$1.1M Sell
12,003
-17,993
-60% -$1.63M 0.07% 209
2025
Q2 		$2.97M Buy
29,996
+638
+2% +$61.6K 0.2% 116
2025
Q1 		$3.03M Sell
29,358
-3,717
-11% -$363K 0.22% 106
2024
Q4 		$3.06M Sell
33,075
-101
-0.3% -$10.1K 0.21% 108
2024
Q3 		$3.45M Buy
33,176
+450
+1% +$42.9K 0.25% 90
2024
Q2 		$3.15M Buy
32,726
+3,997
+14% +$385K 0.25% 93
2024
Q1 		$2.85M Buy
+28,729
New +$2.66M 0.23% 101

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

Roundview Capital's OTIS Position: Q1 2026 in Review

Roundview Capital sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 3,069 shares — an estimated $268K sold.

Roundview Capital first reported a position in OTIS in Q1 2024 and held it in 8 quarters. The position peaked at $3.45M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Roundview Capital reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Roundview Capital sold 3,069 Otis Worldwide shares in Q1 2026, an estimated $268K.
  • Roundview Capital first reported a position in Otis Worldwide in Q1 2024 and held it in 8 quarters.
  • Roundview Capital's Otis Worldwide position peaked at $3.45M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.