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Accordant Advisory Group’s Otis Worldwide OTIS Stock Holding History

Accordant Advisory Group’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 		– Sell
-56
Closed -$4.89K – 251
2025
Q4 		$4.89K Sell
56
-125
-69% -$11.2K ﹤0.01% 145
2025
Q3 		$16.5K Hold
181
– – 0.01% 123
2025
Q2 		$17.9K Hold
181
– – 0.01% 119
2025
Q1 		$18.7K Hold
181
– – 0.02% 98
2024
Q4 		$16.8K Hold
181
– – 0.02% 107
2024
Q3 		$18.8K Buy
181
+56
+45% +$5.33K 0.02% 107
2024
Q2 		$12K Buy
+125
New +$12K 0.01% 119

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

Accordant Advisory Group's OTIS Position: Q1 2026 in Review

Accordant Advisory Group sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 56 shares — an estimated $4.89K sold.

Accordant Advisory Group first reported a position in OTIS in Q2 2024 and held it in 7 quarters. The position peaked at $18.8K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Accordant Advisory Group reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Accordant Advisory Group sold 56 Otis Worldwide shares in Q1 2026, an estimated $4.89K.
  • Accordant Advisory Group first reported a position in Otis Worldwide in Q2 2024 and held it in 7 quarters.
  • Accordant Advisory Group's Otis Worldwide position peaked at $18.8K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.