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Whittier Trust’s Otis Worldwide OTIS Stock Holding History

Whittier Trust’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 		$741K Sell
9,489
-738
-7% -$64.6K 0.01% 391
2025
Q4 		$919K Sell
10,227
-1,085
-10% -$97.1K 0.01% 358
2025
Q3 		$1.04M Sell
11,312
-159
-1% -$14.4K 0.01% 338
2025
Q2 		$1.14M Sell
11,471
-1,197
-9% -$116K 0.01% 368
2025
Q1 		$1.31M Sell
12,668
-241
-2% -$23.5K 0.02% 340
2024
Q4 		$1.2M Sell
12,909
-227
-2% -$22.8K 0.02% 362
2024
Q3 		$1.37M Sell
13,136
-74
-0.6% -$7.05K 0.02% 330
2024
Q2 		$1.27M Sell
13,210
-197
-1% -$19K 0.02% 323
2024
Q1 		$1.33M Sell
13,407
-133
-1% -$12.3K 0.02% 314
2023
Q4 		$1.21M Sell
13,540
-541
-4% -$45K 0.02% 323
2023
Q3 		$1.13M Sell
14,081
-552
-4% -$47.2K 0.02% 324
2023
Q2 		$1.3M Sell
14,633
-31
-0.2% -$2.61K 0.02% 317
2023
Q1 		$1.24M Sell
14,664
-312
-2% -$25.8K 0.02% 322
2022
Q4 		$1.17M Sell
14,976
-224
-1% -$16.5K 0.02% 325
2022
Q3 		$970K Sell
15,200
-778
-5% -$56.9K 0.02% 343
2022
Q2 		$1.13M Sell
15,978
-817
-5% -$60.2K 0.02% 336
2022
Q1 		$1.29M Buy
16,795
+36
+0.2% +$2.88K 0.02% 332
2021
Q4 		$1.46M Buy
16,759
+329
+2% +$27.5K 0.02% 314
2021
Q3 		$1.35M Sell
16,430
-230
-1% -$20.2K 0.02% 320
2021
Q2 		$1.36M Sell
16,660
-4,872
-23% -$375K 0.02% 320
2021
Q1 		$1.47M Sell
21,532
-2,449
-10% -$160K 0.03% 304
2020
Q4 		$1.62M Sell
23,981
-2,001
-8% -$130K 0.03% 273
2020
Q3 		$1.62M Sell
25,982
-1,690
-6% -$103K 0.04% 268
2020
Q2 		$1.57M Buy
+27,672
New +$1.43M 0.04% 251

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's OTIS Position: Q1 2026 in Review

Whittier Trust reduced its Otis Worldwide (OTIS) stake by 7.2% in Q1 2026, selling an estimated $64.6K and leaving 9,489 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #391.

Whittier Trust first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.62M in Q3 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Whittier Trust held 9,489 shares of Otis Worldwide worth $741K as of Q1 2026.
  • Whittier Trust sold 738 Otis Worldwide shares in Q1 2026, an estimated $64.6K.
  • Otis Worldwide made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #391 holding.
  • Whittier Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Whittier Trust's Otis Worldwide position peaked at $1.62M in Q3 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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