St Louis Trust’s Otis Worldwide OTIS Stock Holding History

St Louis Trust’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	$231K	Hold	3,000	–	–	0.03%	137
2025 Q4	$262K	Hold	3,000	–	–	0.03%	135
2025 Q3	$274K	Hold	3,000	–	–	0.03%	109
2025 Q2	$297K	Hold	3,000	–	–	0.04%	106
2025 Q1	$310K	Hold	3,000	–	–	0.04%	102
2024 Q4	$278K	Hold	3,000	–	–	0.04%	103
2024 Q3	$312K	Hold	3,000	–	–	0.04%	104
2024 Q2	$289K	Hold	3,000	–	–	0.04%	107
2024 Q1	$298K	Sell	3,000 -277	-8%	-$25.6K	0.05%	106
2023 Q4	$293K	Buy	3,277 +277	+9%	+$23K	0.05%	100
2023 Q3	$241K	Hold	3,000	–	–	0.05%	100
2023 Q2	$267K	Hold	3,000	–	–	0.05%	99
2023 Q1	$253K	Hold	3,000	–	–	0.05%	95
2022 Q4	$235K	Sell	3,000 -1,317	-31%	-$97.2K	0.05%	98
2022 Q3	$292K	Buy	4,317 +1,317	+44%	+$96.4K	0.08%	79
2022 Q2	$212K	Hold	3,000	–	–	0.05%	98
2022 Q1	$231K	Hold	3,000	–	–	0.05%	95
2021 Q4	$261K	Hold	3,000	–	–	0.06%	101
2021 Q3	$247K	Sell	3,000 -658	-18%	-$57.9K	0.07%	101
2021 Q2	$299K	Hold	3,658	–	–	0.07%	83
2021 Q1	$250K	Sell	3,658 -659	-15%	-$43.1K	0.06%	89
2020 Q4	$292K	Hold	4,317	–	–	0.08%	69
2020 Q3	$269K	Hold	4,317	–	–	0.09%	79
2020 Q2	$245K	Buy	+4,317	New	+$224K	0.07%	81

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

St Louis Trust's OTIS Position: Q1 2026 in Review

St Louis Trust held its Otis Worldwide (OTIS) position steady in Q1 2026 at 3,000 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #137.

St Louis Trust first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $312K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

St Louis Trust held 3,000 shares of Otis Worldwide worth $231K as of Q1 2026.
St Louis Trust left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.03% of St Louis Trust's portfolio in Q1 2026, its #137 holding.
St Louis Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
St Louis Trust's Otis Worldwide position peaked at $312K in Q3 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on St Louis Trust's 13F filing for Q1 2026, filed 14 May 2026.