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Sunbelt Securities’s Otis Worldwide OTIS Stock Holding History

Sunbelt Securities’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 		$15.7K Buy
204
+1
+0.5% +$87 ﹤0.01% 1363
2025
Q4 		$17.7K Sell
203
-20
-9% -$1.79K ﹤0.01% 1289
2025
Q3 		$20.3K Buy
223
+108
+94% +$9.8K ﹤0.01% 1254
2025
Q2 		$10.7K Sell
115
-15
-12% -$1.45K ﹤0.01% 1294
2025
Q1 		$13.4K Buy
130
+15
+13% +$1.47K ﹤0.01% 1208
2024
Q4 		$10.6K Hold
115
– – ﹤0.01% 1297
2024
Q3 		$12K Buy
115
+49
+74% +$4.67K ﹤0.01% 1263
2024
Q2 		$6.35K Buy
66
+14
+27% +$1.35K ﹤0.01% 1351
2024
Q1 		$5.16K Hold
52
– – ﹤0.01% 1363
2023
Q4 		$4.65K Hold
52
– – ﹤0.01% 1324
2023
Q3 		$4.18K Hold
52
– – ﹤0.01% 1346
2023
Q2 		$4.63K Hold
52
– – ﹤0.01% 1337
2023
Q1 		$4.32K Buy
+52
New +$4.3K ﹤0.01% 1325

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

Sunbelt Securities's OTIS Position: Q1 2026 in Review

Sunbelt Securities increased its Otis Worldwide (OTIS) stake by 0.49% in Q1 2026, buying an estimated $87 and bringing the position to 204 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Sunbelt Securities first reported a position in OTIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.3K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sunbelt Securities held 204 shares of Otis Worldwide worth $15.7K as of Q1 2026.
  • Sunbelt Securities bought 1 Otis Worldwide share in Q1 2026, an estimated $87.
  • Otis Worldwide made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1363 holding.
  • Sunbelt Securities first reported a position in Otis Worldwide in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Otis Worldwide position peaked at $20.3K in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.