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Valley Brook Capital Group’s Otis Worldwide OTIS Stock Holding History

Valley Brook Capital Group’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
-4,470
Closed -$390K – 121
2025
Q4 		$390K Sell
4,470
-595
-12% -$53.2K 0.26% 76
2025
Q3 		$463K Hold
5,065
– – 0.31% 70
2025
Q2 		$502K Hold
5,065
– – 0.38% 64
2025
Q1 		$523K Sell
5,065
-50
-1% -$4.88K 0.41% 59
2024
Q4 		$474K Hold
5,115
– – 0.35% 65
2024
Q3 		$532K Sell
5,115
-100
-2% -$9.53K 0.38% 64
2024
Q2 		$502K Hold
5,215
– – 0.39% 64
2024
Q1 		$518K Sell
5,215
-100
-2% -$9.24K 0.41% 58
2023
Q4 		$476K Sell
5,315
-412
-7% -$34.3K 0.41% 60
2023
Q3 		$460K Sell
5,727
-1,250
-18% -$107K 0.45% 59
2023
Q2 		$621K Hold
6,977
– – 0.57% 54
2023
Q1 		$589K Hold
6,977
– – 0.54% 55
2022
Q4 		$546K Hold
6,977
– – 0.52% 56
2022
Q3 		$445K Hold
6,977
– – 0.49% 56
2022
Q2 		$493K Sell
6,977
-129
-2% -$9.5K 0.51% 54
2022
Q1 		$546K Sell
7,106
-499
-7% -$39.9K 0.47% 60
2021
Q4 		$662K Hold
7,605
– – 0.57% 50
2021
Q3 		$625K Hold
7,605
– – 0.62% 51
2021
Q2 		$621K Buy
7,605
+1
+0% +$77 0.59% 50
2021
Q1 		$520K Buy
7,604
+374
+5% +$24.4K 0.47% 51
2020
Q4 		$488K Buy
+7,230
New +$469K 0.48% 50

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 $315B AUM 27.84% 1-Year Est. Return

Valley Brook Capital Group's OTIS Position: Q1 2026 in Review

Valley Brook Capital Group sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 4,470 shares — an estimated $390K sold.

Valley Brook Capital Group first reported a position in OTIS in Q4 2020 and held it in 21 quarters. The position peaked at $662K in Q4 2021. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Valley Brook Capital Group reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Valley Brook Capital Group sold 4,470 Otis Worldwide shares in Q1 2026, an estimated $390K.
  • Valley Brook Capital Group first reported a position in Otis Worldwide in Q4 2020 and held it in 21 quarters.
  • Valley Brook Capital Group's Otis Worldwide position peaked at $662K in Q4 2021.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Valley Brook Capital Group's 13F filing for Q1 2026, filed 8 May 2026.