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Shelton Capital Management’s Otis Worldwide OTIS Stock Holding History

Shelton Capital 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 		$298K Buy
3,866
+100
+3% +$8.75K 0.01% 518
2025
Q4 		$329K Hold
3,766
– – 0.01% 465
2025
Q3 		$344K Sell
3,766
-97
-3% -$8.8K 0.01% 458
2025
Q2 		$382K Buy
3,863
+1,374
+55% +$133K 0.01% 415
2025
Q1 		$257K Sell
2,489
-70
-3% -$6.84K 0.01% 546
2024
Q4 		$237K Hold
2,559
– – 0.01% 612
2024
Q3 		$266K Sell
2,559
-116
-4% -$11.1K 0.01% 559
2024
Q2 		$257K Sell
2,675
-10
-0.4% -$964 0.01% 555
2024
Q1 		$267K Sell
2,685
-100
-4% -$9.24K 0.01% 589
2023
Q4 		$249K Sell
2,785
-84
-3% -$6.98K 0.01% 578
2023
Q3 		$230K Hold
2,869
– – 0.01% 586
2023
Q2 		$255K Hold
2,869
– – 0.01% 578
2023
Q1 		$242K Buy
2,869
+210
+8% +$17.4K 0.01% 586
2022
Q4 		$208K Buy
+2,659
New +$196K 0.02% 630
2022
Q3 		– Sell
-2,878
Closed -$203K – 715
2022
Q2 		$203K Sell
2,878
-752
-21% -$55.4K 0.01% 670
2022
Q1 		$279K Hold
3,630
– – 0.01% 596
2021
Q4 		$316K Sell
3,630
-6,000
-62% -$502K 0.01% 534
2021
Q3 		$792K Sell
9,630
-60
-0.6% -$5.28K 0.03% 291
2021
Q2 		$792K Hold
9,690
– – 0.03% 299
2021
Q1 		$663K Buy
9,690
+483
+5% +$31.6K 0.02% 327
2020
Q4 		$622K Hold
9,207
– – 0.03% 314
2020
Q3 		$575K Sell
9,207
-150
-2% -$9.18K 0.02% 416
2020
Q2 		$532K Buy
+9,357
New +$485K 0.03% 320

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

Shelton Capital Management's OTIS Position: Q1 2026 in Review

Shelton Capital Management increased its Otis Worldwide (OTIS) stake by 2.7% in Q1 2026, buying an estimated $8.75K and bringing the position to 3,866 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #518.

Shelton Capital Management first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $792K in Q3 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Shelton Capital Management held 3,866 shares of Otis Worldwide worth $298K as of Q1 2026.
  • Shelton Capital Management bought 100 Otis Worldwide shares in Q1 2026, an estimated $8.75K.
  • Otis Worldwide made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #518 holding.
  • Shelton Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Shelton Capital Management's Otis Worldwide position peaked at $792K in Q3 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.