WSC
OTIS icon

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
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 $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

Wellington Shields & Co's OTIS Position: Q1 2026 in Review

Wellington Shields & Co held its Otis Worldwide (OTIS) position steady in Q1 2026 at 2,346 shares worth $181K. The position accounts for 0.05% of the portfolio, ranked #247.

Wellington Shields & Co first reported a position in OTIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $222K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Wellington Shields & Co held 2,346 shares of Otis Worldwide worth $181K as of Q1 2026.
  • Wellington Shields & Co left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.05% of Wellington Shields & Co's portfolio in Q1 2026, its #247 holding.
  • Wellington Shields & Co first reported a position in Otis Worldwide in Q1 2023 and has held it in 12 quarters since.
  • Wellington Shields & Co's Otis Worldwide position peaked at $222K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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