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Westside Investment Management’s Otis Worldwide OTIS Stock Holding History

Westside Investment 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 		$26.2K Sell
336
-7
-2% -$612 ﹤0.01% 796
2025
Q4 		$30.3K Buy
343
+7
+2% +$626 ﹤0.01% 718
2025
Q3 		$31K Buy
336
+168
+100% +$15.3K 0.01% 709
2025
Q2 		$16.9K Buy
+168
New +$16.2K ﹤0.01% 741
2024
Q3 		– Sell
-50
Closed -$4.81K – 1012
2024
Q2 		$4.81K Hold
50
– – ﹤0.01% 768
2024
Q1 		$4.96K Sell
50
-100
-67% -$9.24K ﹤0.01% 726
2023
Q4 		$13.4K Hold
150
– – ﹤0.01% 551
2023
Q3 		$12K Hold
150
– – ﹤0.01% 556
2023
Q2 		$13.4K Sell
150
-26
-15% -$2.19K ﹤0.01% 546
2023
Q1 		$14.9K Buy
176
+1
+0.6% +$83 ﹤0.01% 523
2022
Q4 		$13 Hold
175
– – ﹤0.01% 576
2022
Q3 		$11 Hold
175
– – ﹤0.01% 593
2022
Q2 		$12 Sell
175
-21
-11% -$1.55K ﹤0.01% 578
2022
Q1 		$15 Hold
196
– – ﹤0.01% 559
2021
Q4 		$17 Hold
196
– – ﹤0.01% 526
2021
Q3 		$16 Hold
196
– – ﹤0.01% 518
2021
Q2 		$16 Hold
196
– – ﹤0.01% 514
2021
Q1 		$13 Sell
196
-223
-53% -$14.6K ﹤0.01% 517
2020
Q4 		$28 Buy
419
+21
+5% +$1.36K ﹤0.01% 393
2020
Q3 		$24 Hold
398
– – ﹤0.01% 402
2020
Q2 		$22 Buy
+398
New +$20.6K ﹤0.01% 391

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

Westside Investment Management's OTIS Position: Q1 2026 in Review

Westside Investment Management reduced its Otis Worldwide (OTIS) stake by 2% in Q1 2026, selling an estimated $612 and leaving 336 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Westside Investment Management first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $31K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Westside Investment Management held 336 shares of Otis Worldwide worth $26.2K as of Q1 2026.
  • Westside Investment Management sold 7 Otis Worldwide shares in Q1 2026, an estimated $612.
  • Otis Worldwide made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #796 holding.
  • Westside Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Westside Investment Management's Otis Worldwide position peaked at $31K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.