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Wellington Shields & Co’s Otis Worldwide OTIS Stock Holding History

Wellington Shields & Co’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 		– Sell
-2,346
Closed -$181K – 334
2026
Q1 		$181K Hold
2,346
– – 0.05% 247
2025
Q4 		$205K Buy
2,346
+254
+12% +$22.7K 0.05% 239
2025
Q3 		$191K Hold
2,092
– – 0.05% 235
2025
Q2 		$207K Sell
2,092
-45
-2% -$4.34K 0.06% 215
2025
Q1 		$221K Hold
2,137
– – 0.07% 202
2024
Q4 		$198K Hold
2,137
– – 0.06% 203
2024
Q3 		$222K Buy
2,137
+21
+1% +$2K 0.07% 209
2024
Q2 		$204K Buy
2,116
+13
+0.6% +$1.25K 0.07% 208
2024
Q1 		$209K Buy
2,103
+189
+10% +$17.5K 0.07% 207
2023
Q4 		$171K Buy
+1,914
New +$159K 0.06% 213
2023
Q3 		– Sell
-1,914
Closed -$170K – 297
2023
Q2 		$170K Hold
1,914
– – 0.04% 217
2023
Q1 		$162K Buy
+1,914
New +$158K 0.04% 221

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 $3.38T AUM 44.17% 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

Wellington Shields & Co's OTIS Position: Q2 2026 in Review

Wellington Shields & Co sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,346 shares — an estimated $181K sold.

Wellington Shields & Co first reported a position in OTIS in Q1 2023 and held it in 12 quarters. The position peaked at $222K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Wellington Shields & Co reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Wellington Shields & Co sold 2,346 Otis Worldwide shares in Q2 2026, an estimated $181K.
  • Wellington Shields & Co first reported a position in Otis Worldwide in Q1 2023 and held it in 12 quarters.
  • Wellington Shields & Co's Otis Worldwide position peaked at $222K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.