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Tower Bridge Advisors’s Otis Worldwide OTIS Stock Holding History

Tower Bridge 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 		– Sell
-3,034
Closed -$265K – 230
2025
Q4 		$265K Sell
3,034
-37
-1% -$3.31K 0.03% 168
2025
Q3 		$281K Sell
3,071
-275
-8% -$25K 0.03% 167
2025
Q2 		$331K Hold
3,346
– – 0.04% 158
2025
Q1 		$345K Hold
3,346
– – 0.04% 153
2024
Q4 		$310K Sell
3,346
-112
-3% -$11.2K 0.03% 160
2024
Q3 		$359K Hold
3,458
– – 0.04% 156
2024
Q2 		$333K Hold
3,458
– – 0.04% 155
2024
Q1 		$343K Sell
3,458
-1,500
-30% -$139K 0.03% 172
2023
Q4 		$444K Hold
4,958
– – 0.04% 173
2023
Q3 		$398K Buy
4,958
+107
+2% +$9.15K 0.04% 172
2023
Q2 		$432K Sell
4,851
-1,707
-26% -$144K 0.04% 157
2023
Q1 		$553K Hold
6,558
– – 0.05% 169
2022
Q4 		$514K Hold
6,558
– – 0.04% 173
2022
Q3 		$418K Sell
6,558
-153
-2% -$11.2K 0.04% 178
2022
Q2 		$474K Sell
6,711
-550
-8% -$40.5K 0.04% 176
2022
Q1 		$559K Sell
7,261
-349
-5% -$27.9K 0.04% 186
2021
Q4 		$663K Sell
7,610
-364
-5% -$30.5K 0.04% 182
2021
Q3 		$656K Buy
7,974
+258
+3% +$22.7K 0.04% 179
2021
Q2 		$631K Sell
7,716
-200
-3% -$15.4K 0.04% 178
2021
Q1 		$542K Sell
7,916
-1,673
-17% -$109K 0.04% 177
2020
Q4 		$648K Sell
9,589
-2,312
-19% -$150K 0.05% 166
2020
Q3 		$743K Sell
11,901
-3,957
-25% -$242K 0.08% 125
2020
Q2 		$902K Buy
+15,858
New +$822K 0.1% 114

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

Tower Bridge Advisors's OTIS Position: Q1 2026 in Review

Tower Bridge Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 3,034 shares — an estimated $265K sold.

Tower Bridge Advisors first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $902K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Tower Bridge Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Tower Bridge Advisors sold 3,034 Otis Worldwide shares in Q1 2026, an estimated $265K.
  • Tower Bridge Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Tower Bridge Advisors's Otis Worldwide position peaked at $902K in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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