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Tiemann Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Tiemann Investment 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 		$231K Buy
2,999
+50
+2% +$4.38K 0.09% 173
2025
Q4 		$258K Sell
2,949
-50
-2% -$4.47K 0.1% 153
2025
Q3 		$274K Sell
2,999
-125
-4% -$11.3K 0.1% 153
2025
Q2 		$309K Sell
3,124
-35
-1% -$3.38K 0.13% 137
2025
Q1 		$326K Hold
3,159
– – 0.15% 123
2024
Q4 		$293K Hold
3,159
– – 0.13% 138
2024
Q3 		$328K Sell
3,159
-100
-3% -$9.53K 0.14% 134
2024
Q2 		$314K Buy
3,259
+125
+4% +$12K 0.14% 134
2024
Q1 		$311K Buy
3,134
+35
+1% +$3.23K 0.14% 137
2023
Q4 		$277K Hold
3,099
– – 0.13% 147
2023
Q3 		$249K Hold
3,099
– – 0.13% 154
2023
Q2 		$276K Hold
3,099
– – 0.14% 150
2023
Q1 		$262K Hold
3,099
– – 0.14% 157
2022
Q4 		$243K Sell
3,099
-75
-2% -$5.54K 0.14% 160
2022
Q3 		$203K Sell
3,174
-1,375
-30% -$101K 0.13% 169
2022
Q2 		$321K Hold
4,549
– – 0.17% 132
2022
Q1 		$350K Sell
4,549
-58
-1% -$4.63K 0.16% 140
2021
Q4 		$401K Hold
4,607
– – 0.17% 138
2021
Q3 		$379K Buy
4,607
+33
+0.7% +$2.9K 0.18% 128
2021
Q2 		$374K Sell
4,574
-225
-5% -$17.3K 0.17% 133
2021
Q1 		$329K Hold
4,799
– – 0.16% 142
2020
Q4 		$324K Sell
4,799
-9
-0.2% -$584 0.17% 135
2020
Q3 		$300K Sell
4,808
-12
-0.2% -$734 0.19% 129
2020
Q2 		$274K Buy
+4,820
New +$250K 0.19% 131

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

Tiemann Investment Advisors's OTIS Position: Q1 2026 in Review

Tiemann Investment Advisors increased its Otis Worldwide (OTIS) stake by 1.7% in Q1 2026, buying an estimated $4.38K and bringing the position to 2,999 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #173.

Tiemann Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $401K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Tiemann Investment Advisors held 2,999 shares of Otis Worldwide worth $231K as of Q1 2026.
  • Tiemann Investment Advisors bought 50 Otis Worldwide shares in Q1 2026, an estimated $4.38K.
  • Otis Worldwide made up 0.09% of Tiemann Investment Advisors's portfolio in Q1 2026, its #173 holding.
  • Tiemann Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Tiemann Investment Advisors's Otis Worldwide position peaked at $401K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.