Stifel Financial
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Stifel Financial’s Otis Worldwide OTIS Stock Holding History

Stifel Financial’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 		$12M Buy
156,055
+72,874
+88% +$6.38M 0.01% 865
2025
Q4 		$7.27M Sell
83,181
-5,691
-6% -$509K 0.01% 1133
2025
Q3 		$8.13M Sell
88,872
-636
-0.7% -$57.7K 0.01% 1038
2025
Q2 		$8.86M Sell
89,508
-1,115
-1% -$108K 0.01% 948
2025
Q1 		$9.35M Sell
90,623
-4,145
-4% -$405K 0.01% 867
2024
Q4 		$8.78M Buy
94,768
+6,916
+8% +$694K 0.01% 912
2024
Q3 		$9.13M Buy
87,852
+3,120
+4% +$297K 0.01% 882
2024
Q2 		$8.16M Sell
84,732
-8,293
-9% -$799K 0.01% 894
2024
Q1 		$9.23M Sell
93,025
-1,410
-1% -$130K 0.01% 847
2023
Q4 		$8.45M Sell
94,435
-513
-0.5% -$42.7K 0.01% 841
2023
Q3 		$7.63M Buy
94,948
+983
+1% +$84.1K 0.01% 835
2023
Q2 		$8.36M Sell
93,965
-6,908
-7% -$582K 0.01% 786
2023
Q1 		$8.51M Buy
100,873
+1,401
+1% +$116K 0.01% 751
2022
Q4 		$7.79M Sell
99,472
-21,740
-18% -$1.61M 0.01% 766
2022
Q3 		$7.73M Sell
121,212
-3,171
-3% -$232K 0.01% 737
2022
Q2 		$8.79M Sell
124,383
-51
-0% -$3.76K 0.01% 707
2022
Q1 		$9.57M Sell
124,434
-22,262
-15% -$1.78M 0.01% 747
2021
Q4 		$12.8M Buy
146,696
+1,625
+1% +$136K 0.02% 645
2021
Q3 		$11.9M Sell
145,071
-2,966
-2% -$261K 0.02% 653
2021
Q2 		$12.1M Sell
148,037
-16,722
-10% -$1.29M 0.02% 638
2021
Q1 		$11.3M Sell
164,759
-26,744
-14% -$1.75M 0.02% 622
2020
Q4 		$12.9M Sell
191,503
-7,040
-4% -$457K 0.02% 518
2020
Q3 		$12.4M Sell
198,543
-41,157
-17% -$2.52M 0.03% 474
2020
Q2 		$13.6M Buy
+239,700
New +$12.4M 0.03% 416

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

Stifel Financial's OTIS Position: Q1 2026 in Review

Stifel Financial increased its Otis Worldwide (OTIS) stake by 88% in Q1 2026, buying an estimated $6.38M and bringing the position to 156,055 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #865.

Stifel Financial first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $13.6M in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Stifel Financial held 156,055 shares of Otis Worldwide worth $12M as of Q1 2026.
  • Stifel Financial bought 72,874 Otis Worldwide shares in Q1 2026, an estimated $6.38M.
  • Otis Worldwide made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #865 holding.
  • Stifel Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Stifel Financial's Otis Worldwide position peaked at $13.6M in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.