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WhitTier Trust Company’s Otis Worldwide OTIS Stock Holding History

WhitTier Trust Company’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 		$1.28M Sell
16,415
-898
-5% -$78.6K 0.03% 274
2025
Q4 		$1.56M Sell
17,313
-1,616
-9% -$145K 0.03% 247
2025
Q3 		$1.73M Buy
18,929
+1,444
+8% +$131K 0.04% 241
2025
Q2 		$1.73M Sell
17,485
-651
-4% -$62.8K 0.04% 254
2025
Q1 		$1.87M Buy
18,136
+163
+0.9% +$15.9K 0.05% 239
2024
Q4 		$1.66M Buy
17,973
+70
+0.4% +$7.02K 0.04% 243
2024
Q3 		$1.86M Sell
17,903
-8
-0% -$762 0.05% 235
2024
Q2 		$1.72M Sell
17,911
-422
-2% -$40.7K 0.05% 231
2024
Q1 		$1.82M Buy
18,333
+278
+2% +$25.7K 0.05% 231
2023
Q4 		$1.62M Sell
18,055
-841
-4% -$69.9K 0.05% 234
2023
Q3 		$1.52M Sell
18,896
-462
-2% -$39.5K 0.05% 236
2023
Q2 		$1.72M Sell
19,358
-272
-1% -$22.9K 0.06% 226
2023
Q1 		$1.66M Sell
19,630
-128
-0.6% -$10.6K 0.06% 226
2022
Q4 		$1.55M Sell
19,758
-192
-1% -$14.2K 0.06% 236
2022
Q3 		$1.27M Buy
19,950
+2,201
+12% +$161K 0.05% 250
2022
Q2 		$1.25M Buy
17,749
+519
+3% +$38.2K 0.05% 248
2022
Q1 		$1.33M Buy
17,230
+85
+0.5% +$6.79K 0.05% 252
2021
Q4 		$1.49M Buy
17,145
+1,562
+10% +$131K 0.05% 241
2021
Q3 		$1.28M Sell
15,583
-48
-0.3% -$4.22K 0.05% 243
2021
Q2 		$1.28M Sell
15,631
-1,707
-10% -$131K 0.05% 240
2021
Q1 		$1.19M Sell
17,338
-1,274
-7% -$83.3K 0.05% 241
2020
Q4 		$1.26M Sell
18,612
-952
-5% -$61.8K 0.06% 218
2020
Q3 		$1.22M Buy
19,564
+201
+1% +$12.3K 0.07% 199
2020
Q2 		$1.1M Buy
+19,363
New +$1M 0.07% 200

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

WhitTier Trust Company's OTIS Position: Q1 2026 in Review

WhitTier Trust Company reduced its Otis Worldwide (OTIS) stake by 5.2% in Q1 2026, selling an estimated $78.6K and leaving 16,415 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #274.

WhitTier Trust Company first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.87M in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • WhitTier Trust Company held 16,415 shares of Otis Worldwide worth $1.28M as of Q1 2026.
  • WhitTier Trust Company sold 898 Otis Worldwide shares in Q1 2026, an estimated $78.6K.
  • Otis Worldwide made up 0.03% of WhitTier Trust Company's portfolio in Q1 2026, its #274 holding.
  • WhitTier Trust Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • WhitTier Trust Company's Otis Worldwide position peaked at $1.87M in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.