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Tufton Capital Management’s Otis Worldwide OTIS Stock Holding History

Tufton Capital Management’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 		$1.13M Sell
14,608
-925
-6% -$80.9K 0.2% 73
2025
Q4 		$1.36M Buy
15,533
+422
+3% +$37.8K 0.24% 68
2025
Q3 		$1.38M Sell
15,111
-150
-1% -$13.6K 0.25% 67
2025
Q2 		$1.51M Sell
15,261
-175
-1% -$16.9K 0.29% 67
2025
Q1 		$1.59M Sell
15,436
-231
-1% -$22.6K 0.31% 64
2024
Q4 		$1.45M Sell
15,667
-60
-0.4% -$6.02K 0.27% 68
2024
Q3 		$1.63M Sell
15,727
-125
-0.8% -$11.9K 0.31% 66
2024
Q2 		$1.53M Sell
15,852
-205
-1% -$19.8K 0.3% 65
2024
Q1 		$1.59M Sell
16,057
-3,362
-17% -$311K 0.31% 65
2023
Q4 		$1.74M Sell
19,419
-1,852
-9% -$154K 0.36% 61
2023
Q3 		$1.71M Sell
21,271
-5,164
-20% -$442K 0.38% 60
2023
Q2 		$2.35M Sell
26,435
-2,168
-8% -$183K 0.51% 54
2023
Q1 		$2.41M Sell
28,603
-10
-0% -$827 0.52% 53
2022
Q4 		$2.24M Sell
28,613
-572
-2% -$42.2K 0.49% 54
2022
Q3 		$1.86M Sell
29,185
-8,100
-22% -$593K 0.45% 55
2022
Q2 		$2.63M Sell
37,285
-314
-0.8% -$23.1K 0.49% 54
2022
Q1 		$2.89M Sell
37,599
-1,434
-4% -$115K 0.47% 54
2021
Q4 		$3.4M Sell
39,033
-6,046
-13% -$506K 0.52% 53
2021
Q3 		$3.71M Sell
45,079
-82
-0.2% -$7.21K 0.63% 51
2021
Q2 		$3.69M Sell
45,161
-593
-1% -$45.6K 0.61% 50
2021
Q1 		$3.13M Sell
45,754
-785
-2% -$51.3K 0.53% 51
2020
Q4 		$3.14M Buy
46,539
+633
+1% +$41.1K 0.58% 49
2020
Q3 		$2.87M Buy
45,906
+11,206
+32% +$685K 0.59% 48
2020
Q2 		$1.97M Buy
+34,700
New +$1.8M 0.43% 52

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

Tufton Capital Management's OTIS Position: Q1 2026 in Review

Tufton Capital Management reduced its Otis Worldwide (OTIS) stake by 6% in Q1 2026, selling an estimated $80.9K and leaving 14,608 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #73.

Tufton Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.71M in Q3 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Tufton Capital Management held 14,608 shares of Otis Worldwide worth $1.13M as of Q1 2026.
  • Tufton Capital Management sold 925 Otis Worldwide shares in Q1 2026, an estimated $80.9K.
  • Otis Worldwide made up 0.2% of Tufton Capital Management's portfolio in Q1 2026, its #73 holding.
  • Tufton Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Tufton Capital Management's Otis Worldwide position peaked at $3.71M in Q3 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Tufton Capital Management's 13F filing for Q1 2026, filed 12 May 2026.