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Silvercrest Asset Management’s Otis Worldwide OTIS Stock Holding History

Silvercrest Asset 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 		$2.13M Sell
27,576
-1,594
-5% -$139K 0.02% 520
2025
Q4 		$2.55M Buy
29,170
+1,282
+5% +$115K 0.02% 508
2025
Q3 		$2.55M Buy
27,888
+1,249
+5% +$113K 0.02% 512
2025
Q2 		$2.64M Buy
26,639
+376
+1% +$36.3K 0.02% 518
2025
Q1 		$2.71M Buy
26,263
+983
+4% +$96K 0.02% 498
2024
Q4 		$2.34M Sell
25,280
-50
-0.2% -$5.01K 0.02% 512
2024
Q3 		$2.63M Sell
25,330
-845
-3% -$80.5K 0.02% 462
2024
Q2 		$2.52M Buy
26,175
+1,099
+4% +$106K 0.02% 492
2024
Q1 		$2.49M Buy
25,076
+537
+2% +$49.6K 0.02% 485
2023
Q4 		$2.2M Sell
24,539
-1,607
-6% -$134K 0.02% 478
2023
Q3 		$2.1M Sell
26,146
-232
-0.9% -$19.8K 0.02% 478
2023
Q2 		$2.35M Sell
26,378
-375
-1% -$31.6K 0.02% 463
2023
Q1 		$2.26M Sell
26,753
-62
-0.2% -$5.13K 0.02% 455
2022
Q4 		$2.1M Sell
26,815
-32
-0.1% -$2.36K 0.02% 463
2022
Q3 		$1.71M Sell
26,847
-348
-1% -$25.5K 0.01% 474
2022
Q2 		$1.92M Sell
27,195
-61
-0.2% -$4.49K 0.01% 475
2022
Q1 		$2.1M Sell
27,256
-840
-3% -$67.1K 0.01% 491
2021
Q4 		$2.45M Sell
28,096
-1,128
-4% -$94.4K 0.02% 466
2021
Q3 		$2.4M Sell
29,224
-1,808
-6% -$159K 0.02% 476
2021
Q2 		$2.54M Sell
31,032
-11,962
-28% -$921K 0.02% 469
2021
Q1 		$2.94M Buy
42,994
+70
+0.2% +$4.58K 0.02% 443
2020
Q4 		$2.9M Sell
42,924
-20
-0% -$1.3K 0.02% 427
2020
Q3 		$2.68M Sell
42,944
-1,662
-4% -$102K 0.02% 425
2020
Q2 		$2.54M Buy
+44,606
New +$2.31M 0.02% 434

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

Silvercrest Asset Management's OTIS Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Otis Worldwide (OTIS) stake by 5.5% in Q1 2026, selling an estimated $139K and leaving 27,576 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #520.

Silvercrest Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.94M in Q1 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Silvercrest Asset Management held 27,576 shares of Otis Worldwide worth $2.13M as of Q1 2026.
  • Silvercrest Asset Management sold 1,594 Otis Worldwide shares in Q1 2026, an estimated $139K.
  • Otis Worldwide made up 0.02% of Silvercrest Asset Management's portfolio in Q1 2026, its #520 holding.
  • Silvercrest Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Silvercrest Asset Management's Otis Worldwide position peaked at $2.94M in Q1 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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