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Summit Securities Group’s Otis Worldwide OTIS Stock Holding History

Summit Securities Group’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 		$4.93K Sell
64
-514
-89% -$45K ﹤0.01% 799
2025
Q4 		$50.5K Sell
578
-98
-14% -$8.77K 0.01% 611
2025
Q3 		$61.8K Buy
676
+411
+155% +$37.3K 0.01% 508
2025
Q2 		$26.2K Buy
+265
New +$25.6K 0.01% 664
2025
Q1 		– Sell
-19
Closed -$1.76K – 1016
2024
Q4 		$1.76K Buy
+19
New +$1.91K ﹤0.01% 542
2024
Q2 		– Sell
-20
Closed -$2K – 720
2024
Q1 		$2K Buy
20
+19
+1,900% +$1.76K ﹤0.01% 388
2023
Q4 		$0 Buy
+1
New +$83 ﹤0.01% 838
2023
Q3 		– Sell
-539
Closed -$48K – 905
2023
Q2 		$48K Sell
539
-274
-34% -$23.1K 0.01% 424
2023
Q1 		$69K Buy
813
+392
+93% +$32.4K 0.01% 362
2022
Q4 		$33K Sell
421
-459
-52% -$33.9K ﹤0.01% 805
2022
Q3 		$56K Sell
880
-4
-0.5% -$293 ﹤0.01% 607
2022
Q2 		$62K Buy
884
+709
+405% +$52.2K 0.01% 504
2022
Q1 		$13K Buy
+175
New +$14K ﹤0.01% 792

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

Summit Securities Group's OTIS Position: Q1 2026 in Review

Summit Securities Group reduced its Otis Worldwide (OTIS) stake by 89% in Q1 2026, selling an estimated $45K and leaving 64 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Summit Securities Group first reported a position in OTIS in Q1 2022 and has held it in 13 quarters since. The position peaked at $69K in Q1 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Summit Securities Group held 64 shares of Otis Worldwide worth $4.93K as of Q1 2026.
  • Summit Securities Group sold 514 Otis Worldwide shares in Q1 2026, an estimated $45K.
  • Otis Worldwide made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #799 holding.
  • Summit Securities Group first reported a position in Otis Worldwide in Q1 2022 and has held it in 13 quarters since.
  • Summit Securities Group's Otis Worldwide position peaked at $69K in Q1 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.