SIM
OTIS icon

Sentry Investment Management’s Otis Worldwide OTIS Stock Holding History

Sentry Investment Management’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
-1,528
Closed -$133K – 354
2025
Q4 		$133K Hold
1,528
– – 0.09% 194
2025
Q3 		$139K Sell
1,528
-2,644
-63% -$240K 0.09% 187
2025
Q2 		$416K Hold
4,172
– – 0.23% 91
2025
Q1 		$384K Sell
4,172
-1,246
-23% -$122K 0.26% 81
2024
Q4 		$502K Sell
5,418
-882
-14% -$88.4K 0.24% 91
2024
Q3 		$655K Buy
6,300
+187
+3% +$17.8K 0.28% 75
2024
Q2 		$588K Sell
6,113
-1,252
-17% -$121K 0.26% 85
2024
Q1 		$731K Hold
7,365
– – 0.28% 76
2023
Q4 		$659K Buy
7,365
+4,976
+208% +$414K 0.28% 81
2023
Q3 		$192K Sell
2,389
-268
-10% -$22.9K 0.09% 227
2023
Q2 		$236K Hold
2,657
– – 0.09% 237
2023
Q1 		$224K Sell
2,657
-2,825
-52% -$234K 0.09% 234
2022
Q4 		$429K Buy
5,482
+2,583
+89% +$191K 0.19% 137
2022
Q3 		$185K Hold
2,899
– – 0.09% 242
2022
Q2 		$205K Sell
2,899
-137
-5% -$10.1K 0.09% 225
2022
Q1 		$234K Sell
3,036
-511
-14% -$40.8K 0.07% 266
2021
Q4 		$309K Sell
3,547
-338
-9% -$28.3K 0.08% 252
2021
Q3 		$320K Sell
3,885
-568
-13% -$49.9K 0.09% 227
2021
Q2 		$364K Hold
4,453
– – 0.09% 222
2021
Q1 		$305K Sell
4,453
-21,489
-83% -$1.4M 0.08% 247
2020
Q4 		$1.75M Hold
25,942
– – 0.09% 227
2020
Q3 		$1.62M Buy
+25,942
New +$1.59M 0.09% 207

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sentry Investment Management's OTIS Position: Q1 2026 in Review

Sentry Investment Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 1,528 shares — an estimated $133K sold.

Sentry Investment Management first reported a position in OTIS in Q3 2020 and held it in 22 quarters. The position peaked at $1.75M in Q4 2020. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sentry Investment Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 1,528 Otis Worldwide shares in Q1 2026, an estimated $133K.
  • Sentry Investment Management first reported a position in Otis Worldwide in Q3 2020 and held it in 22 quarters.
  • Sentry Investment Management's Otis Worldwide position peaked at $1.75M in Q4 2020.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.