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Sky Investment Group’s Otis Worldwide OTIS Stock Holding History

Sky Investment Group’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
-2,326
Closed -$203K – 145
2025
Q4 		$203K Buy
2,326
+8
+0.3% +$716 0.03% 138
2025
Q3 		$212K Sell
2,318
-116
-5% -$10.5K 0.04% 137
2025
Q2 		$241K Sell
2,434
-2
-0.1% -$193 0.04% 131
2025
Q1 		$251K Sell
2,436
-5
-0.2% -$488 0.05% 122
2024
Q4 		$226K Sell
2,441
-57
-2% -$5.72K 0.04% 129
2024
Q3 		$260K Sell
2,498
-32
-1% -$3.05K 0.05% 123
2024
Q2 		$244K Sell
2,530
-260
-9% -$25.1K 0.05% 120
2024
Q1 		$277K Sell
2,790
-150
-5% -$13.9K 0.05% 116
2023
Q4 		$263K Sell
2,940
-125
-4% -$10.4K 0.06% 112
2023
Q3 		$246K Buy
3,065
+5
+0.2% +$428 0.06% 112
2023
Q2 		$272K Sell
3,060
-626
-17% -$52.7K 0.06% 112
2023
Q1 		$311K Sell
3,686
-503
-12% -$41.6K 0.07% 107
2022
Q4 		$328K Sell
4,189
-107
-2% -$7.9K 0.08% 107
2022
Q3 		$274K Sell
4,296
-47
-1% -$3.44K 0.07% 110
2022
Q2 		$307K Sell
4,343
-834
-16% -$61.4K 0.07% 109
2022
Q1 		$398K Sell
5,177
-1,185
-19% -$94.7K 0.08% 102
2021
Q4 		$554K Sell
6,362
-12
-0.2% -$1K 0.11% 96
2021
Q3 		$524K Sell
6,374
-67
-1% -$5.89K 0.12% 97
2021
Q2 		$527K Sell
6,441
-2,567
-28% -$198K 0.12% 93
2021
Q1 		$617K Sell
9,008
-4,792
-35% -$313K 0.15% 89
2020
Q4 		$932K Sell
13,800
-7,853
-36% -$509K 0.24% 78
2020
Q3 		$1.35M Sell
21,653
-4,613
-18% -$282K 0.37% 68
2020
Q2 		$1.49M Buy
+26,266
New +$1.36M 0.51% 62

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

Sky Investment Group's OTIS Position: Q1 2026 in Review

Sky Investment Group sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,326 shares — an estimated $203K sold.

Sky Investment Group first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $1.49M in Q2 2020. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sky Investment Group reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Sky Investment Group sold 2,326 Otis Worldwide shares in Q1 2026, an estimated $203K.
  • Sky Investment Group first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Sky Investment Group's Otis Worldwide position peaked at $1.49M in Q2 2020.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sky Investment Group's 13F filing for Q1 2026, filed 16 Apr 2026.