Segall Bryant & Hamill’s Otis Worldwide OTIS Stock Holding History

Segall Bryant & Hamill’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	$9.82M	Buy	+127,408	New	+$11.1M	0.14%	230
2023 Q3	–	Sell	-3,971	Closed	-$353K	–	644
2023 Q2	$353K	Sell	3,971 -584	-13%	-$49.2K	﹤0.01%	617
2023 Q1	$384K	Sell	4,555 -214	-4%	-$17.7K	﹤0.01%	605
2022 Q4	$373K	Sell	4,769 -868	-15%	-$64.1K	﹤0.01%	615
2022 Q3	$361K	Sell	5,637 -1	-0%	-$73	﹤0.01%	631
2022 Q2	$397K	Sell	5,638 -6	-0.1%	-$442	﹤0.01%	614
2022 Q1	$435K	Sell	5,644 -323	-5%	-$25.8K	﹤0.01%	623
2021 Q4	$517K	Sell	5,967 -11	-0.2%	-$921	﹤0.01%	506
2021 Q3	$485K	Sell	5,978 -198	-3%	-$17.4K	﹤0.01%	628
2021 Q2	$498K	Sell	6,176 -2,724	-31%	-$210K	﹤0.01%	605
2021 Q1	$607K	Sell	8,900 -646	-7%	-$42.2K	0.01%	618
2020 Q4	$646K	Sell	9,546 -543	-5%	-$35.2K	0.01%	530
2020 Q3	$625K	Sell	10,089 -161	-2%	-$9.85K	0.01%	508
2020 Q2	$587K	Buy	+10,250	New	+$531K	0.01%	553

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Segall Bryant & Hamill's OTIS Position: Q1 2026 in Review

Segall Bryant & Hamill opened a new position in Otis Worldwide (OTIS) in Q1 2026: 127,408 shares worth $9.82M. The stake represents 0.14% of the portfolio and ranks #230 among its holdings. This is a return to the name: Segall Bryant & Hamill previously reported a position in OTIS as recently as Q2 2023.

Segall Bryant & Hamill first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Segall Bryant & Hamill held 127,408 shares of Otis Worldwide worth $9.82M as of Q1 2026.
Otis Worldwide was a new Segall Bryant & Hamill position in Q1 2026.
Otis Worldwide made up 0.14% of Segall Bryant & Hamill's portfolio in Q1 2026, its #230 holding.
Segall Bryant & Hamill first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.