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Allworth Financial’s Otis Worldwide OTIS Stock Holding History

Allworth Financial’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 		$2.77M Buy
35,987
+4,931
+16% +$431K 0.01% 465
2025
Q4 		$2.71M Sell
31,056
-450
-1% -$40.3K 0.01% 470
2025
Q3 		$2.88M Sell
31,506
-2,299
-7% -$209K 0.01% 438
2025
Q2 		$3.35M Buy
33,805
+1,447
+4% +$140K 0.02% 382
2025
Q1 		$3M Buy
32,358
+4,234
+15% +$414K 0.02% 336
2024
Q4 		$2.68M Buy
28,124
+23,654
+529% +$2.37M 0.01% 349
2024
Q3 		$465K Buy
4,470
+38
+0.9% +$3.62K ﹤0.01% 591
2024
Q2 		$433K Sell
4,432
-27
-0.6% -$2.6K ﹤0.01% 604
2024
Q1 		$443K Buy
4,459
+453
+11% +$41.9K ﹤0.01% 573
2023
Q4 		$359K Sell
4,006
-106
-3% -$8.81K ﹤0.01% 599
2023
Q3 		$330K Buy
4,112
+388
+10% +$33.2K ﹤0.01% 582
2023
Q2 		$331K Sell
3,724
-107
-3% -$9.02K ﹤0.01% 583
2023
Q1 		$323K Buy
3,831
+835
+28% +$69.1K ﹤0.01% 553
2022
Q4 		$235K Buy
2,996
+765
+34% +$56.5K ﹤0.01% 598
2022
Q3 		$142K Sell
2,231
-41
-2% -$3K ﹤0.01% 670
2022
Q2 		$161K Buy
2,272
+155
+7% +$11.4K ﹤0.01% 603
2022
Q1 		$163K Buy
2,117
+194
+10% +$15.5K ﹤0.01% 591
2021
Q4 		$167K Buy
1,923
+166
+9% +$13.9K ﹤0.01% 566
2021
Q3 		$145K Buy
1,757
+399
+29% +$35.1K ﹤0.01% 546
2021
Q2 		$111K Buy
1,358
+45
+3% +$3.46K ﹤0.01% 462
2021
Q1 		$90K Buy
1,313
+660
+101% +$43.1K ﹤0.01% 466
2020
Q4 		$44K Sell
653
-14
-2% -$908 ﹤0.01% 504
2020
Q3 		$42K Sell
667
-253
-28% -$15.5K ﹤0.01% 452
2020
Q2 		$52K Buy
+920
New +$47.7K ﹤0.01% 413

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

Allworth Financial's OTIS Position: Q1 2026 in Review

Allworth Financial increased its Otis Worldwide (OTIS) stake by 16% in Q1 2026, buying an estimated $431K and bringing the position to 35,987 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #465.

Allworth Financial first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.35M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Allworth Financial held 35,987 shares of Otis Worldwide worth $2.77M as of Q1 2026.
  • Allworth Financial bought 4,931 Otis Worldwide shares in Q1 2026, an estimated $431K.
  • Otis Worldwide made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #465 holding.
  • Allworth Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Allworth Financial's Otis Worldwide position peaked at $3.35M in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.