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Savant Capital’s Otis Worldwide OTIS Stock Holding History

Savant 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 		$1.59M Buy
20,587
+926
+5% +$81K 0.01% 475
2025
Q4 		$1.72M Buy
19,661
+14
+0.1% +$1.25K 0.01% 428
2025
Q3 		$1.8M Sell
19,647
-2,645
-12% -$240K 0.01% 412
2025
Q2 		$2.21M Buy
22,292
+1,063
+5% +$103K 0.02% 341
2025
Q1 		$2.19M Sell
21,229
-1,652
-7% -$161K 0.02% 321
2024
Q4 		$2.12M Sell
22,881
-3,813
-14% -$382K 0.02% 427
2024
Q3 		$2.77M Buy
26,694
+7,981
+43% +$760K 0.02% 334
2024
Q2 		$1.8M Buy
18,713
+313
+2% +$30.2K 0.02% 410
2024
Q1 		$1.83M Buy
18,400
+525
+3% +$48.5K 0.02% 377
2023
Q4 		$1.6M Sell
17,875
-2,932
-14% -$244K 0.02% 328
2023
Q3 		$1.67M Sell
20,807
-1,118
-5% -$95.6K 0.02% 294
2023
Q2 		$1.95M Buy
21,925
+1,886
+9% +$159K 0.03% 263
2023
Q1 		$1.69M Buy
20,039
+320
+2% +$26.5K 0.03% 244
2022
Q4 		$1.49M Buy
19,719
+3,267
+20% +$241K 0.04% 200
2022
Q3 		$1.05M Sell
16,452
-314
-2% -$23K 0.03% 225
2022
Q2 		$1.19M Buy
16,766
+1,065
+7% +$78.4K 0.04% 211
2022
Q1 		$1.21M Buy
15,701
+452
+3% +$36.1K 0.04% 215
2021
Q4 		$1.33M Buy
15,249
+1,325
+10% +$111K 0.04% 210
2021
Q3 		$1.15M Sell
13,924
-397
-3% -$34.9K 0.04% 204
2021
Q2 		$1.17M Buy
14,321
+290
+2% +$22.3K 0.05% 190
2021
Q1 		$960K Buy
14,031
+439
+3% +$28.7K 0.05% 199
2020
Q4 		$918K Sell
13,592
-369
-3% -$23.9K 0.05% 198
2020
Q3 		$871K Buy
13,961
+11
+0.1% +$673 0.06% 187
2020
Q2 		$793K Buy
+13,950
New +$723K 0.06% 188

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

Savant Capital's OTIS Position: Q1 2026 in Review

Savant Capital increased its Otis Worldwide (OTIS) stake by 4.7% in Q1 2026, buying an estimated $81K and bringing the position to 20,587 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #475.

Savant Capital first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.77M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Savant Capital held 20,587 shares of Otis Worldwide worth $1.59M as of Q1 2026.
  • Savant Capital bought 926 Otis Worldwide shares in Q1 2026, an estimated $81K.
  • Otis Worldwide made up 0.01% of Savant Capital's portfolio in Q1 2026, its #475 holding.
  • Savant Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Savant Capital's Otis Worldwide position peaked at $2.77M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.