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Advisory Services Network’s Otis Worldwide OTIS Stock Holding History

Advisory Services Network’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 		$394K Buy
5,110
+645
+14% +$56.4K 0.01% 1417
2025
Q4 		$390K Sell
4,465
-218
-5% -$19.5K 0.01% 1333
2025
Q3 		$428K Buy
4,683
+457
+11% +$41.5K 0.01% 1278
2025
Q2 		$362K Buy
4,226
+1,100
+35% +$106K 0.01% 1317
2025
Q1 		$323K Buy
3,126
+79
+3% +$7.72K 0.01% 1256
2024
Q4 		$282K Buy
3,047
+65
+2% +$6.52K 0.01% 1324
2024
Q3 		$287K Hold
2,982
– – 0.01% 1224
2024
Q2 		$287K Sell
2,982
-211
-7% -$20.3K 0.01% 1224
2024
Q1 		$317K Buy
3,193
+170
+6% +$15.7K 0.01% 1127
2023
Q4 		$271K Sell
3,023
-513
-15% -$42.7K 0.01% 1135
2023
Q3 		$284K Buy
3,536
+394
+13% +$33.7K 0.01% 1161
2023
Q2 		$280K Buy
3,142
+192
+7% +$16.2K 0.01% 1150
2023
Q1 		$249K Sell
2,950
-160
-5% -$13.2K 0.01% 1215
2022
Q4 		$244K Sell
3,110
-184
-6% -$13.6K 0.01% 1178
2022
Q3 		$210K Sell
3,294
-410
-11% -$30K 0.01% 1178
2022
Q2 		$262K Sell
3,704
-1,110
-23% -$81.8K 0.01% 1138
2022
Q1 		$370K Buy
4,814
+14
+0.3% +$1.12K 0.01% 1037
2021
Q4 		$417K Sell
4,800
-3,919
-45% -$328K 0.01% 956
2021
Q3 		$717K Buy
8,719
+364
+4% +$32K 0.02% 733
2021
Q2 		$683K Sell
8,355
-124
-1% -$9.54K 0.02% 750
2021
Q1 		$580K Sell
8,479
-173
-2% -$11.3K 0.02% 787
2020
Q4 		$585K Buy
8,652
+31
+0.4% +$2.01K 0.02% 684
2020
Q3 		$538K Buy
8,621
+3,565
+71% +$218K 0.03% 602
2020
Q2 		$287K Buy
+5,056
New +$262K 0.02% 810

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

Advisory Services Network's OTIS Position: Q1 2026 in Review

Advisory Services Network increased its Otis Worldwide (OTIS) stake by 14% in Q1 2026, buying an estimated $56.4K and bringing the position to 5,110 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1417.

Advisory Services Network first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $717K in Q3 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Advisory Services Network held 5,110 shares of Otis Worldwide worth $394K as of Q1 2026.
  • Advisory Services Network bought 645 Otis Worldwide shares in Q1 2026, an estimated $56.4K.
  • Otis Worldwide made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1417 holding.
  • Advisory Services Network first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Advisory Services Network's Otis Worldwide position peaked at $717K in Q3 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.