Wellington Shields Capital Management’s Otis Worldwide OTIS Stock Holding History

Wellington Shields 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	$30.8K	Hold	400	–	–	﹤0.01%	308
2025 Q4	$34.9K	Hold	400	–	–	0.01%	298
2025 Q3	$36.6K	Hold	400	–	–	0.01%	315
2025 Q2	$39.6K	Hold	400	–	–	0.01%	301
2025 Q1	$41.3K	Hold	400	–	–	0.01%	290
2024 Q4	$37K	Hold	400	–	–	0.01%	288
2024 Q3	$41.6K	Sell	400 -166	-29%	-$15.8K	0.01%	293
2024 Q2	$54.5K	Hold	566	–	–	0.01%	282
2024 Q1	$56.2K	Hold	566	–	–	0.01%	282
2023 Q4	$50.6K	Buy	+566	New	+$47.1K	0.01%	279
2023 Q3	–	Sell	-566	Closed	-$50.4K	–	314
2023 Q2	$50.4K	Hold	566	–	–	0.01%	283
2023 Q1	$47.8K	Buy	+566	New	+$46.8K	0.01%	290
2021 Q1	–	Sell	-4,141	Closed	-$280K	–	282
2020 Q4	$280K	Sell	4,141 -45	-1%	-$2.92K	0.04%	229
2020 Q3	$261K	Sell	4,186 -300	-7%	-$18.3K	0.04%	200
2020 Q2	$255K	Buy	+4,486	New	+$232K	0.04%	210

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

Wellington Shields Capital Management's OTIS Position: Q1 2026 in Review

Wellington Shields Capital Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 400 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Wellington Shields Capital Management first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. The position peaked at $280K in Q4 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Wellington Shields Capital Management held 400 shares of Otis Worldwide worth $30.8K as of Q1 2026.
Wellington Shields Capital Management left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Wellington Shields Capital Management's portfolio in Q1 2026, its #308 holding.
Wellington Shields Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
Wellington Shields Capital Management's Otis Worldwide position peaked at $280K in Q4 2020.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.