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Stonebridge Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Stonebridge Capital Advisors’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 		– Sell
-2,526
Closed -$221K – 221
2025
Q4 		$221K Sell
2,526
-104
-4% -$9.3K 0.02% 200
2025
Q3 		$240K Sell
2,630
-13
-0.5% -$1.18K 0.02% 193
2025
Q2 		$262K Sell
2,643
-95
-3% -$9.17K 0.02% 183
2025
Q1 		$283K Buy
2,738
+213
+8% +$20.8K 0.02% 171
2024
Q4 		$234K Sell
2,525
-641
-20% -$64.3K 0.02% 198
2024
Q3 		$329K Hold
3,166
– – 0.03% 172
2024
Q2 		$305K Sell
3,166
-177
-5% -$17.1K 0.03% 169
2024
Q1 		$332K Buy
+3,343
New +$309K 0.03% 167
2023
Q4 		– Sell
-527
Closed -$42.3K – 642
2023
Q3 		$42.3K Hold
527
– – ﹤0.01% 382
2023
Q2 		$46.9K Hold
527
– – 0.01% 374
2023
Q1 		$44.5K Sell
527
-300
-36% -$24.8K 0.01% 382
2022
Q4 		$64.8K Hold
827
– – 0.01% 330
2022
Q3 		$53K Hold
827
– – 0.01% 342
2022
Q2 		$58K Sell
827
-27
-3% -$1.99K 0.01% 340
2022
Q1 		$66K Hold
854
– – 0.01% 349
2021
Q4 		$74K Sell
854
-192
-18% -$16.1K 0.01% 309
2021
Q3 		$86K Sell
1,046
-1,054
-50% -$92.7K 0.01% 280
2021
Q2 		$157K Buy
2,100
+1,019
+94% +$78.4K 0.01% 290
2021
Q1 		$74K Buy
+1,081
New +$70.7K 0.01% 292
2020
Q3 		– Sell
-1,235
Closed -$70K – 544
2020
Q2 		$70K Buy
+1,235
New +$64K 0.01% 251

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stonebridge Capital Advisors's OTIS Position: Q1 2026 in Review

Stonebridge Capital Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,526 shares — an estimated $221K sold.

Stonebridge Capital Advisors first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $332K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Stonebridge Capital Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 2,526 Otis Worldwide shares in Q1 2026, an estimated $221K.
  • Stonebridge Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
  • Stonebridge Capital Advisors's Otis Worldwide position peaked at $332K in Q1 2024.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.