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Summit Trail Advisors’s Otis Worldwide OTIS Stock Holding History

Summit Trail 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 		$2.12M Buy
27,463
+2,534
+10% +$222K 0.03% 482
2025
Q4 		$2.18M Sell
24,929
-4,098
-14% -$367K 0.04% 358
2025
Q3 		$2.65M Buy
29,027
+18,180
+168% +$1.65M 0.04% 304
2025
Q2 		$1.07M Sell
10,847
-3,642
-25% -$352K 0.02% 449
2025
Q1 		$1.5M Buy
14,489
+6,419
+80% +$627K 0.05% 117
2024
Q4 		$747K Buy
8,070
+971
+14% +$97.4K 0.03% 165
2024
Q3 		$738K Sell
7,099
-1,088
-13% -$104K 0.02% 320
2024
Q2 		$788K Sell
8,187
-381
-4% -$36.7K 0.02% 276
2024
Q1 		$851K Buy
+8,568
New +$792K 0.02% 241

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 Trail Advisors's OTIS Position: Q1 2026 in Review

Summit Trail Advisors increased its Otis Worldwide (OTIS) stake by 10% in Q1 2026, buying an estimated $222K and bringing the position to 27,463 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #482.

Summit Trail Advisors first reported a position in OTIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.65M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Summit Trail Advisors held 27,463 shares of Otis Worldwide worth $2.12M as of Q1 2026.
  • Summit Trail Advisors bought 2,534 Otis Worldwide shares in Q1 2026, an estimated $222K.
  • Otis Worldwide made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #482 holding.
  • Summit Trail Advisors first reported a position in Otis Worldwide in Q1 2024 and has held it in 9 quarters since.
  • Summit Trail Advisors's Otis Worldwide position peaked at $2.65M in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.