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Simmons Bank’s Otis Worldwide OTIS Stock Holding History

Simmons Bank’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 		$412K Sell
5,340
-40
-0.7% -$3.5K 0.03% 269
2025
Q4 		$470K Hold
5,380
– – 0.03% 251
2025
Q3 		$492K Sell
5,380
-300
-5% -$27.2K 0.03% 238
2025
Q2 		$562K Sell
5,680
-18
-0.3% -$1.74K 0.04% 225
2025
Q1 		$588K Sell
5,698
-276
-5% -$27K 0.04% 217
2024
Q4 		$553K Sell
5,974
-375
-6% -$37.6K 0.04% 222
2024
Q3 		$660K Sell
6,349
-110
-2% -$10.5K 0.05% 209
2024
Q2 		$622K Sell
6,459
-106
-2% -$10.2K 0.05% 213
2024
Q1 		$652K Sell
6,565
-349
-5% -$32.3K 0.05% 214
2023
Q4 		$619K Sell
6,914
-206
-3% -$17.1K 0.05% 215
2023
Q3 		$572K Sell
7,120
-21
-0.3% -$1.8K 0.05% 219
2023
Q2 		$636K Sell
7,141
-95
-1% -$8K 0.05% 215
2023
Q1 		$611K Sell
7,236
-562
-7% -$46.5K 0.05% 223
2022
Q4 		$611K Sell
7,798
-333
-4% -$24.6K 0.05% 225
2022
Q3 		$519K Sell
8,131
-244
-3% -$17.9K 0.05% 241
2022
Q2 		$593K Sell
8,375
-989
-11% -$72.8K 0.05% 237
2022
Q1 		$721K Sell
9,364
-283
-3% -$22.6K 0.05% 236
2021
Q4 		$841K Sell
9,647
-1,052
-10% -$88.1K 0.06% 230
2021
Q3 		$880K Sell
10,699
-498
-4% -$43.8K 0.06% 223
2021
Q2 		$916K Sell
11,197
-210
-2% -$16.2K 0.07% 226
2021
Q1 		$781K Sell
11,407
-530
-4% -$34.6K 0.06% 233
2020
Q4 		$806K Sell
11,937
-477
-4% -$30.9K 0.06% 226
2020
Q3 		$775K Sell
12,414
-201
-2% -$12.3K 0.06% 217
2020
Q2 		$717K Buy
+12,615
New +$654K 0.06% 216

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

Simmons Bank's OTIS Position: Q1 2026 in Review

Simmons Bank reduced its Otis Worldwide (OTIS) stake by 0.74% in Q1 2026, selling an estimated $3.5K and leaving 5,340 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #269.

Simmons Bank first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $916K in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Simmons Bank held 5,340 shares of Otis Worldwide worth $412K as of Q1 2026.
  • Simmons Bank sold 40 Otis Worldwide shares in Q1 2026, an estimated $3.5K.
  • Otis Worldwide made up 0.03% of Simmons Bank's portfolio in Q1 2026, its #269 holding.
  • Simmons Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Simmons Bank's Otis Worldwide position peaked at $916K in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.