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Stephens Inc’s Otis Worldwide OTIS Stock Holding History

Stephens Inc’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 		$486K Buy
6,309
+1,087
+21% +$95.1K 0.01% 859
2025
Q4 		$456K Buy
5,222
+132
+3% +$11.8K 0.01% 879
2025
Q3 		$465K Buy
5,090
+355
+7% +$32.2K 0.01% 880
2025
Q2 		$469K Buy
4,735
+25
+0.5% +$2.41K 0.01% 859
2025
Q1 		$486K Sell
4,710
-15
-0.3% -$1.47K 0.01% 827
2024
Q4 		$438K Sell
4,725
-225
-5% -$22.6K 0.01% 888
2024
Q3 		$514K Sell
4,950
-99
-2% -$9.43K 0.01% 828
2024
Q2 		$486K Sell
5,049
-67
-1% -$6.46K 0.01% 811
2024
Q1 		$508K Sell
5,116
-482
-9% -$44.5K 0.01% 801
2023
Q4 		$501K Sell
5,598
-300
-5% -$24.9K 0.01% 744
2023
Q3 		$474K Sell
5,898
-92
-2% -$7.87K 0.01% 750
2023
Q2 		$533K Buy
5,990
+357
+6% +$30.1K 0.01% 713
2023
Q1 		$475K Buy
5,633
+61
+1% +$5.05K 0.01% 732
2022
Q4 		$436K Sell
5,572
-2,989
-35% -$221K 0.01% 745
2022
Q3 		$546K Sell
8,561
-5
-0.1% -$366 0.01% 674
2022
Q2 		$605K Buy
8,566
+28
+0.3% +$2.06K 0.01% 665
2022
Q1 		$657K Sell
8,538
-582
-6% -$46.5K 0.01% 714
2021
Q4 		$794K Sell
9,120
-401
-4% -$33.6K 0.01% 702
2021
Q3 		$783K Sell
9,521
-2,538
-21% -$223K 0.01% 723
2021
Q2 		$986K Sell
12,059
-7
-0.1% -$539 0.01% 665
2021
Q1 		$826K Sell
12,066
-1,063
-8% -$69.5K 0.01% 680
2020
Q4 		$887K Sell
13,129
-474
-3% -$30.7K 0.02% 621
2020
Q3 		$849K Sell
13,603
-6,958
-34% -$426K 0.02% 592
2020
Q2 		$1.17M Buy
+20,561
New +$1.07M 0.03% 481

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

Stephens Inc's OTIS Position: Q1 2026 in Review

Stephens Inc increased its Otis Worldwide (OTIS) stake by 21% in Q1 2026, buying an estimated $95.1K and bringing the position to 6,309 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #859.

Stephens Inc first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.17M in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Stephens Inc held 6,309 shares of Otis Worldwide worth $486K as of Q1 2026.
  • Stephens Inc bought 1,087 Otis Worldwide shares in Q1 2026, an estimated $95.1K.
  • Otis Worldwide made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #859 holding.
  • Stephens Inc first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Stephens Inc's Otis Worldwide position peaked at $1.17M in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.