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Sentry LLC’s Otis Worldwide OTIS Stock Holding History

Sentry LLC’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
-2,341
Closed -$205K – 124
2025
Q4 		$205K Hold
2,341
– – 0.06% 124
2025
Q3 		$214K Hold
2,341
– – 0.05% 122
2025
Q2 		$232K Hold
2,341
– – 0.05% 118
2025
Q1 		$242K Hold
2,341
– – 0.05% 111
2024
Q4 		$217K Hold
2,341
– – 0.04% 115
2024
Q3 		$243K Hold
2,341
– – 0.05% 117
2024
Q2 		$225K Hold
2,341
– – 0.04% 114
2024
Q1 		$232K Hold
2,341
– – 0.04% 112
2023
Q4 		$209K Buy
+2,341
New +$195K 0.04% 115
2023
Q3 		– Sell
-2,335
Closed -$208K – 121
2023
Q2 		$208K Buy
+2,335
New +$197K 0.05% 117

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

Sentry LLC's OTIS Position: Q1 2026 in Review

Sentry LLC sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,341 shares — an estimated $205K sold.

Sentry LLC first reported a position in OTIS in Q2 2023 and held it in 10 quarters. The position peaked at $243K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sentry LLC reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Sentry LLC sold 2,341 Otis Worldwide shares in Q1 2026, an estimated $205K.
  • Sentry LLC first reported a position in Otis Worldwide in Q2 2023 and held it in 10 quarters.
  • Sentry LLC's Otis Worldwide position peaked at $243K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sentry LLC's 13F filing for Q1 2026, filed 23 Apr 2026.