UCB
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United Community Bank’s Otis Worldwide OTIS Stock Holding History

United Community Bank’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 		$23.5K Hold
305
– – 0.01% 412
2025
Q4 		$26.6K Sell
305
-8
-3% -$716 0.01% 346
2025
Q3 		$28.6K Buy
313
+13
+4% +$1.18K 0.01% 377
2025
Q2 		$29.7K Hold
300
– – 0.01% 334
2025
Q1 		$31K Hold
300
– – 0.01% 329
2024
Q4 		$27.8K Hold
300
– – 0.01% 314
2024
Q3 		$31.2K Hold
300
– – 0.01% 297
2024
Q2 		$28.9K Hold
300
– – 0.01% 315
2024
Q1 		$29.8K Hold
300
– – 0.01% 292
2023
Q4 		$26.8K Hold
300
– – 0.01% 308
2023
Q3 		$24.1K Buy
+300
New +$25.7K 0.01% 284

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

United Community Bank's OTIS Position: Q1 2026 in Review

United Community Bank held its Otis Worldwide (OTIS) position steady in Q1 2026 at 305 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #412.

United Community Bank first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $31.2K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • United Community Bank held 305 shares of Otis Worldwide worth $23.5K as of Q1 2026.
  • United Community Bank left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of United Community Bank's portfolio in Q1 2026, its #412 holding.
  • United Community Bank first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
  • United Community Bank's Otis Worldwide position peaked at $31.2K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.