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SummitTX Capital’s Otis Worldwide OTIS Stock Holding History

SummitTX Capital’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 		$2.44M Buy
+31,689
New +$2.77M 0.08% 271
2025
Q4 		– Sell
-32,860
Closed -$3M – 902
2025
Q3 		$3M Buy
+32,860
New +$2.98M 0.12% 187
2025
Q2 		– Sell
-8,519
Closed -$879K – 955
2025
Q1 		$879K Buy
+8,519
New +$832K 0.04% 431

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

SummitTX Capital's OTIS Position: Q1 2026 in Review

SummitTX Capital opened a new position in Otis Worldwide (OTIS) in Q1 2026: 31,689 shares worth $2.44M. The stake represents 0.08% of the portfolio and ranks #271 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in OTIS as recently as Q3 2025.

SummitTX Capital first reported a position in OTIS in Q1 2025 and has held it in 3 quarters since. The position peaked at $3M in Q3 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • SummitTX Capital held 31,689 shares of Otis Worldwide worth $2.44M as of Q1 2026.
  • Otis Worldwide was a new SummitTX Capital position in Q1 2026.
  • Otis Worldwide made up 0.08% of SummitTX Capital's portfolio in Q1 2026, its #271 holding.
  • SummitTX Capital first reported a position in Otis Worldwide in Q1 2025 and has held it in 3 quarters since.
  • SummitTX Capital's Otis Worldwide position peaked at $3M in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.