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Sanibel Captiva Trust Company’s Otis Worldwide OTIS Stock Holding History

Sanibel Captiva Trust Company’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 		$771K Buy
9,999
+127
+1% +$11.1K 0.02% 262
2025
Q4 		$862K Sell
9,872
-191
-2% -$17.1K 0.02% 241
2025
Q3 		$920K Sell
10,063
-100
-1% -$9.08K 0.03% 236
2025
Q2 		$1.01M Hold
10,163
– – 0.03% 226
2025
Q1 		$1.05M Sell
10,163
-1,306
-11% -$128K 0.03% 221
2024
Q4 		$1.06M Buy
11,469
+385
+3% +$38.6K 0.03% 216
2024
Q3 		$1.15M Sell
11,084
-1
-0% -$95 0.04% 207
2024
Q2 		$1.07M Sell
11,085
-270
-2% -$26K 0.04% 202
2024
Q1 		$1.13M Sell
11,355
-100
-0.9% -$9.24K 0.04% 192
2023
Q4 		$1.02M Buy
+11,455
New +$952K 0.04% 189

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

Sanibel Captiva Trust Company's OTIS Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Otis Worldwide (OTIS) stake by 1.3% in Q1 2026, buying an estimated $11.1K and bringing the position to 9,999 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #262.

Sanibel Captiva Trust Company first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sanibel Captiva Trust Company held 9,999 shares of Otis Worldwide worth $771K as of Q1 2026.
  • Sanibel Captiva Trust Company bought 127 Otis Worldwide shares in Q1 2026, an estimated $11.1K.
  • Otis Worldwide made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #262 holding.
  • Sanibel Captiva Trust Company first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Sanibel Captiva Trust Company's Otis Worldwide position peaked at $1.15M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.