Truvestments Capital’s Otis Worldwide OTIS Stock Holding History

Truvestments 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	$1.62K	Hold	21	–	–	﹤0.01%	1017
2025 Q4	$1.83K	Hold	21	–	–	﹤0.01%	889
2025 Q3	$1.92K	Sell	21 -350	-94%	-$31.8K	﹤0.01%	922
2025 Q2	$36.7K	Hold	371	–	–	0.01%	447
2025 Q1	$38.3K	Sell	371 -30	-7%	-$2.93K	0.01%	447
2024 Q4	$37.1K	Buy	401 +51	+15%	+$5.11K	0.01%	417
2024 Q3	$36.4K	Buy	+350	New	+$33.3K	0.01%	406
2024 Q2	–	Sell	-350	Closed	-$34.7K	–	537
2024 Q1	$34.7K	Hold	350	–	–	0.01%	388
2023 Q4	$31.3K	Hold	350	–	–	0.01%	382
2023 Q3	$28.1K	Hold	350	–	–	0.01%	344
2023 Q2	$31.2K	Hold	350	–	–	0.02%	334
2023 Q1	$29.5K	Hold	350	–	–	0.02%	340
2022 Q4	$27.4K	Sell	350 -16	-4%	-$1.18K	0.02%	351
2022 Q3	$23K	Hold	366	–	–	0.01%	327
2022 Q2	$26K	Buy	+366	New	+$27K	0.02%	318
2022 Q1	–	Sell	-409	Closed	-$36K	–	427
2021 Q4	$36K	Buy	409 +366	+851%	+$30.6K	0.02%	300
2021 Q3	$4K	Hold	43	–	–	﹤0.01%	478
2021 Q2	$4K	Hold	43	–	–	﹤0.01%	488
2021 Q1	$3K	Hold	43	–	–	﹤0.01%	573
2020 Q4	$2K	Buy	+43	New	+$2.79K	﹤0.01%	559

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Truvestments Capital's OTIS Position: Q1 2026 in Review

Truvestments Capital held its Otis Worldwide (OTIS) position steady in Q1 2026 at 21 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Truvestments Capital first reported a position in OTIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $38.3K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Truvestments Capital held 21 shares of Otis Worldwide worth $1.62K as of Q1 2026.
Truvestments Capital left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #1017 holding.
Truvestments Capital first reported a position in Otis Worldwide in Q4 2020 and has held it in 20 quarters since.
Truvestments Capital's Otis Worldwide position peaked at $38.3K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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