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Sit Investment Associates’s Otis Worldwide OTIS Stock Holding History

Sit Investment Associates’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 		$592K Hold
7,680
– – 0.01% 400
2025
Q4 		$671K Hold
7,680
– – 0.01% 400
2025
Q3 		$702K Sell
7,680
-40
-0.5% -$3.63K 0.01% 390
2025
Q2 		$764K Sell
7,720
-695
-8% -$67.1K 0.02% 389
2025
Q1 		$868K Hold
8,415
– – 0.02% 377
2024
Q4 		$779K Hold
8,415
– – 0.02% 398
2024
Q3 		$875K Hold
8,415
– – 0.02% 392
2024
Q2 		$810K Hold
8,415
– – 0.02% 374
2024
Q1 		$835K Hold
8,415
– – 0.02% 369
2023
Q4 		$753K Sell
8,415
-90
-1% -$7.48K 0.02% 381
2023
Q3 		$683K Hold
8,505
– – 0.02% 370
2023
Q2 		$757K Hold
8,505
– – 0.02% 380
2023
Q1 		$718K Hold
8,505
– – 0.02% 380
2022
Q4 		$666K Sell
8,505
-275
-3% -$20.3K 0.02% 379
2022
Q3 		$560K Hold
8,780
– – 0.02% 377
2022
Q2 		$620K Sell
8,780
-1,675
-16% -$123K 0.02% 369
2022
Q1 		$805K Hold
10,455
– – 0.02% 370
2021
Q4 		$910K Sell
10,455
-5,400
-34% -$452K 0.02% 376
2021
Q3 		$1.3M Hold
15,855
– – 0.03% 340
2021
Q2 		$1.3M Hold
15,855
– – 0.03% 342
2021
Q1 		$1.08M Hold
15,855
– – 0.03% 352
2020
Q4 		$1.07M Sell
15,855
-19,525
-55% -$1.27M 0.03% 351
2020
Q3 		$2.21M Hold
35,380
– – 0.06% 272
2020
Q2 		$2.01M Buy
+35,380
New +$1.83M 0.06% 273

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

Sit Investment Associates's OTIS Position: Q1 2026 in Review

Sit Investment Associates held its Otis Worldwide (OTIS) position steady in Q1 2026 at 7,680 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #400.

Sit Investment Associates first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.21M in Q3 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sit Investment Associates held 7,680 shares of Otis Worldwide worth $592K as of Q1 2026.
  • Sit Investment Associates left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Sit Investment Associates's portfolio in Q1 2026, its #400 holding.
  • Sit Investment Associates first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Sit Investment Associates's Otis Worldwide position peaked at $2.21M in Q3 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.