SGK
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Steigerwald Gordon & Koch’s Otis Worldwide OTIS Stock Holding History

Steigerwald Gordon & Koch’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 		$11.6M Sell
150,210
-713
-0.5% -$62.4K 1.19% 32
2025
Q4 		$13.2M Sell
150,923
-3,918
-3% -$351K 1.27% 31
2025
Q3 		$14.2M Sell
154,841
-793
-0.5% -$72K 1.36% 32
2025
Q2 		$15.4M Buy
155,634
+237
+0.2% +$22.9K 1.63% 29
2025
Q1 		$16M Sell
155,397
-183
-0.1% -$17.9K 1.79% 26
2024
Q4 		$14.4M Buy
155,580
+933
+0.6% +$93.6K 1.63% 28
2024
Q3 		$16.1M Buy
154,647
+3,481
+2% +$332K 1.75% 27
2024
Q2 		$14.6M Buy
151,166
+2,559
+2% +$247K 1.76% 26
2024
Q1 		$14.8M Buy
148,607
+1,098
+0.7% +$101K 1.84% 26
2023
Q4 		$13.2M Buy
147,509
+1,417
+1% +$118K 1.79% 28
2023
Q3 		$11.7M Buy
146,092
+2,727
+2% +$233K 1.79% 28
2023
Q2 		$12.8M Buy
143,365
+2,511
+2% +$212K 1.87% 28
2023
Q1 		$11.9M Buy
140,854
+5,580
+4% +$462K 1.78% 29
2022
Q4 		$10.6M Buy
135,274
+4,017
+3% +$297K 1.68% 33
2022
Q3 		$8.37M Buy
131,257
+4,791
+4% +$351K 1.53% 35
2022
Q2 		$8.94M Buy
126,466
+2,212
+2% +$163K 1.56% 32
2022
Q1 		$9.56M Buy
124,254
+2,891
+2% +$231K 1.46% 34
2021
Q4 		$10.6M Buy
121,363
+5,762
+5% +$482K 1.59% 32
2021
Q3 		$9.51M Buy
115,601
+6,640
+6% +$584K 1.56% 33
2021
Q2 		$8.91M Buy
108,961
+10,241
+10% +$788K 1.47% 34
2021
Q1 		$6.76M Buy
98,720
+8,501
+9% +$556K 1.26% 36
2020
Q4 		$6.09M Buy
90,219
+23,679
+36% +$1.54M 1.24% 34
2020
Q3 		$4.15M Buy
66,540
+22,136
+50% +$1.35M 0.98% 36
2020
Q2 		$2.52M Buy
+44,404
New +$2.3M 0.67% 42

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

Steigerwald Gordon & Koch's OTIS Position: Q1 2026 in Review

Steigerwald Gordon & Koch reduced its Otis Worldwide (OTIS) stake by 0.47% in Q1 2026, selling an estimated $62.4K and leaving 150,210 shares worth $11.6M. The position accounts for 1.19% of the portfolio, ranked #32.

Steigerwald Gordon & Koch first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.1M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Steigerwald Gordon & Koch held 150,210 shares of Otis Worldwide worth $11.6M as of Q1 2026.
  • Steigerwald Gordon & Koch sold 713 Otis Worldwide shares in Q1 2026, an estimated $62.4K.
  • Otis Worldwide made up 1.19% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #32 holding.
  • Steigerwald Gordon & Koch first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Steigerwald Gordon & Koch's Otis Worldwide position peaked at $16.1M in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.