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Texas Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Texas Bank & Trust’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 		$320K Sell
4,150
-250
-6% -$21.9K 0.12% 144
2025
Q4 		$384K Hold
4,400
– – 0.14% 134
2025
Q3 		$402K Hold
4,400
– – 0.15% 125
2025
Q2 		$436K Hold
4,400
– – 0.17% 121
2025
Q1 		$454K Hold
4,400
– – 0.19% 120
2024
Q4 		$407K Buy
+4,400
New +$441K 0.17% 117

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

Texas Bank & Trust's OTIS Position: Q1 2026 in Review

Texas Bank & Trust reduced its Otis Worldwide (OTIS) stake by 5.7% in Q1 2026, selling an estimated $21.9K and leaving 4,150 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #144.

Texas Bank & Trust first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $454K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Texas Bank & Trust held 4,150 shares of Otis Worldwide worth $320K as of Q1 2026.
  • Texas Bank & Trust sold 250 Otis Worldwide shares in Q1 2026, an estimated $21.9K.
  • Otis Worldwide made up 0.12% of Texas Bank & Trust's portfolio in Q1 2026, its #144 holding.
  • Texas Bank & Trust first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Texas Bank & Trust's Otis Worldwide position peaked at $454K in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Texas Bank & Trust's 13F filing for Q1 2026, filed 30 Apr 2026.