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SouthState Corp’s Otis Worldwide OTIS Stock Holding History

SouthState Corp’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 		$123K Sell
1,591
-237
-13% -$20.7K 0.01% 366
2025
Q4 		$160K Sell
1,828
-1
-0.1% -$89 0.01% 339
2025
Q3 		$167K Sell
1,829
-398
-18% -$36.1K 0.01% 333
2025
Q2 		$221K Buy
2,227
+77
+4% +$7.43K 0.01% 333
2025
Q1 		$222K Sell
2,150
-659
-23% -$64.4K 0.01% 335
2024
Q4 		$260K Hold
2,809
– – 0.02% 248
2024
Q3 		$292K Sell
2,809
-76
-3% -$7.24K 0.02% 231
2024
Q2 		$278K Sell
2,885
-25
-0.9% -$2.41K 0.02% 231
2024
Q1 		$289K Sell
2,910
-333
-10% -$30.8K 0.02% 226
2023
Q4 		$290K Sell
3,243
-179
-5% -$14.9K 0.02% 222
2023
Q3 		$275K Sell
3,422
-178
-5% -$15.2K 0.03% 220
2023
Q2 		$320K Sell
3,600
-135
-4% -$11.4K 0.03% 211
2023
Q1 		$315K Sell
3,735
-51
-1% -$4.22K 0.03% 219
2022
Q4 		$296K Sell
3,786
-255
-6% -$18.8K 0.03% 229
2022
Q3 		$258K Sell
4,041
-318
-7% -$23.3K 0.03% 235
2022
Q2 		$308K Sell
4,359
-96
-2% -$7.07K 0.03% 222
2022
Q1 		$343K Sell
4,455
-1,754
-28% -$140K 0.03% 229
2021
Q4 		$540K Sell
6,209
-24
-0.4% -$2.01K 0.04% 194
2021
Q3 		$513K Sell
6,233
-325
-5% -$28.6K 0.04% 187
2021
Q2 		$536K Sell
6,558
-1,645
-20% -$127K 0.05% 184
2021
Q1 		$562K Sell
8,203
-911
-10% -$59.6K 0.05% 180
2020
Q4 		$615K Sell
9,114
-674
-7% -$43.7K 0.06% 166
2020
Q3 		$611K Sell
9,788
-2,684
-22% -$164K 0.06% 160
2020
Q2 		$709K Buy
+12,472
New +$646K 0.09% 146

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

SouthState Corp's OTIS Position: Q1 2026 in Review

SouthState Corp reduced its Otis Worldwide (OTIS) stake by 13% in Q1 2026, selling an estimated $20.7K and leaving 1,591 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #366.

SouthState Corp first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $709K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • SouthState Corp held 1,591 shares of Otis Worldwide worth $123K as of Q1 2026.
  • SouthState Corp sold 237 Otis Worldwide shares in Q1 2026, an estimated $20.7K.
  • Otis Worldwide made up 0.01% of SouthState Corp's portfolio in Q1 2026, its #366 holding.
  • SouthState Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • SouthState Corp's Otis Worldwide position peaked at $709K in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.