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Addison Advisors’s Otis Worldwide OTIS Stock Holding History

Addison Advisors’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 		$254K Sell
3,300
-160
-5% -$14K 0.06% 190
2025
Q4 		$302K Sell
3,460
-17
-0.5% -$1.52K 0.07% 170
2025
Q3 		$318K Sell
3,477
-17
-0.5% -$1.54K 0.07% 170
2025
Q2 		$346K Buy
3,494
+24
+0.7% +$2.32K 0.09% 158
2025
Q1 		$358K Buy
3,470
+5
+0.1% +$488 0.1% 139
2024
Q4 		$321K Sell
3,465
-1
-0% -$100 0.09% 143
2024
Q3 		$360K Buy
3,466
+3
+0.1% +$286 0.1% 139
2024
Q2 		$333K Buy
3,463
+42
+1% +$4.05K 0.11% 141
2024
Q1 		$340K Sell
3,421
-53
-2% -$4.9K 0.12% 133
2023
Q4 		$311K Buy
3,474
+641
+23% +$53.3K 0.12% 127
2023
Q3 		$228K Buy
2,833
+91
+3% +$7.78K 0.11% 134
2023
Q2 		$244K Sell
2,742
-20
-0.7% -$1.69K 0.12% 129
2023
Q1 		$233K Buy
2,762
+105
+4% +$8.69K 0.13% 124
2022
Q4 		$208K Buy
2,657
+317
+14% +$23.4K 0.12% 127
2022
Q3 		$149K Buy
2,340
+1,104
+89% +$80.8K 0.09% 150
2022
Q2 		$87K Sell
1,236
-671
-35% -$49.4K 0.05% 206
2022
Q1 		$147K Buy
1,907
+996
+109% +$79.6K 0.08% 166
2021
Q4 		$79K Buy
911
+509
+127% +$42.6K 0.05% 204
2021
Q3 		$33K Buy
402
+4
+1% +$352 0.03% 217
2021
Q2 		$33K Buy
+398
New +$30.6K 0.03% 219
2020
Q4 		$27K Buy
+398
New +$25.8K 0.03% 228

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

Addison Advisors's OTIS Position: Q1 2026 in Review

Addison Advisors reduced its Otis Worldwide (OTIS) stake by 4.6% in Q1 2026, selling an estimated $14K and leaving 3,300 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #190.

Addison Advisors first reported a position in OTIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $360K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Addison Advisors held 3,300 shares of Otis Worldwide worth $254K as of Q1 2026.
  • Addison Advisors sold 160 Otis Worldwide shares in Q1 2026, an estimated $14K.
  • Otis Worldwide made up 0.06% of Addison Advisors's portfolio in Q1 2026, its #190 holding.
  • Addison Advisors first reported a position in Otis Worldwide in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Otis Worldwide position peaked at $360K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.