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Washington Trust’s Otis Worldwide OTIS Stock Holding History

Washington Trust’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
Q2 		$317K Buy
4,431
+108
+2% +$8.07K 0.01% 256
2026
Q1 		$333K Sell
4,323
-55
-1% -$4.81K 0.01% 241
2025
Q4 		$382K Sell
4,378
-12
-0.3% -$1.07K 0.01% 221
2025
Q3 		$401K Buy
4,390
+2,034
+86% +$185K 0.01% 219
2025
Q2 		$233K Sell
2,356
-502
-18% -$48.5K 0.01% 247
2025
Q1 		$295K Sell
2,858
-674
-19% -$65.8K 0.01% 229
2024
Q4 		$327K Buy
3,532
+3
+0.1% +$301 0.01% 231
2024
Q3 		$367K Sell
3,529
-9
-0.3% -$857 0.01% 229
2024
Q2 		$341K Hold
3,538
– – 0.01% 235
2024
Q1 		$351K Sell
3,538
-58
-2% -$5.36K 0.01% 225
2023
Q4 		$322K Sell
3,596
-50
-1% -$4.16K 0.01% 233
2023
Q3 		$293K Sell
3,646
-681
-16% -$58.2K 0.01% 213
2023
Q2 		$385K Sell
4,327
-175
-4% -$14.7K 0.02% 199
2023
Q1 		$380K Sell
4,502
-100
-2% -$8.28K 0.02% 200
2022
Q4 		$360K Hold
4,602
– – 0.02% 200
2022
Q3 		$294K Sell
4,602
-411
-8% -$30.1K 0.01% 204
2022
Q2 		$355K Sell
5,013
-43
-0.9% -$3.17K 0.02% 191
2022
Q1 		$388K Sell
5,056
-731
-13% -$58.4K 0.02% 199
2021
Q4 		$504K Sell
5,787
-3,797
-40% -$318K 0.02% 184
2021
Q3 		$788K Sell
9,584
-105
-1% -$9.23K 0.02% 198
2021
Q2 		$793K Buy
9,689
+1,204
+14% +$92.7K 0.02% 190
2021
Q1 		$580K Buy
8,485
+101
+1% +$6.6K 0.02% 198
2020
Q4 		$567K Sell
8,384
-102
-1% -$6.62K 0.02% 194
2020
Q3 		$530K Buy
8,486
+2,416
+40% +$148K 0.02% 191
2020
Q2 		$343K Buy
+6,070
New +$314K 0.01% 199

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Washington Trust's OTIS Position: Q2 2026 in Review

Washington Trust increased its Otis Worldwide (OTIS) stake by 2.5% in Q2 2026, buying an estimated $8.07K and bringing the position to 4,431 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #256.

Washington Trust first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $793K in Q2 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Washington Trust held 4,431 shares of Otis Worldwide worth $317K as of Q2 2026.
  • Washington Trust bought 108 Otis Worldwide shares in Q2 2026, an estimated $8.07K.
  • Otis Worldwide made up 0.01% of Washington Trust's portfolio in Q2 2026, its #256 holding.
  • Washington Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Washington Trust's Otis Worldwide position peaked at $793K in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.