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Advisor OS’s Otis Worldwide OTIS Stock Holding History

Advisor OS’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 		$228K Sell
2,958
-7
-0.2% -$612 0.02% 504
2025
Q4 		$259K Sell
2,965
-206
-6% -$18.4K 0.02% 415
2025
Q3 		$290K Sell
3,171
-85
-3% -$7.72K 0.03% 374
2025
Q2 		$322K Buy
3,256
+49
+2% +$4.73K 0.03% 344
2025
Q1 		$331K Buy
3,207
+35
+1% +$3.42K 0.04% 309
2024
Q4 		$294K Buy
3,172
+100
+3% +$10K 0.03% 329
2024
Q3 		$319K Buy
3,072
+513
+20% +$48.9K 0.03% 314
2024
Q2 		$246K Buy
2,559
+175
+7% +$16.9K 0.03% 338
2024
Q1 		$237K Buy
2,384
+32
+1% +$2.96K 0.03% 347
2023
Q4 		$211K Buy
+2,352
New +$196K 0.03% 316
2023
Q3 		– Sell
-2,315
Closed -$206K – 306
2023
Q2 		$206K Buy
+2,315
New +$195K 0.03% 283
2022
Q1 		– Sell
-2,594
Closed -$226K – 237
2021
Q4 		$226K Buy
2,594
+3
+0.1% +$251 0.05% 230
2021
Q3 		$213K Buy
2,591
+2
+0.1% +$176 0.05% 217
2021
Q2 		$211K Buy
+2,589
New +$199K 0.04% 216

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

Advisor OS's OTIS Position: Q1 2026 in Review

Advisor OS reduced its Otis Worldwide (OTIS) stake by 0.24% in Q1 2026, selling an estimated $612 and leaving 2,958 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #504.

Advisor OS first reported a position in OTIS in Q2 2021 and has held it in 14 quarters since. The position peaked at $331K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Advisor OS held 2,958 shares of Otis Worldwide worth $228K as of Q1 2026.
  • Advisor OS sold 7 Otis Worldwide shares in Q1 2026, an estimated $612.
  • Otis Worldwide made up 0.02% of Advisor OS's portfolio in Q1 2026, its #504 holding.
  • Advisor OS first reported a position in Otis Worldwide in Q2 2021 and has held it in 14 quarters since.
  • Advisor OS's Otis Worldwide position peaked at $331K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.