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AlphaCore Capital’s Otis Worldwide OTIS Stock Holding History

AlphaCore Capital’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 		$215K Sell
2,792
-2,479
-47% -$217K 0.01% 823
2025
Q4 		$460K Buy
5,271
+2,537
+93% +$227K 0.01% 634
2025
Q3 		$250K Buy
2,734
+90
+3% +$8.17K 0.01% 637
2025
Q2 		$262K Buy
+2,644
New +$255K 0.01% 512

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

AlphaCore Capital's OTIS Position: Q1 2026 in Review

AlphaCore Capital reduced its Otis Worldwide (OTIS) stake by 47% in Q1 2026, selling an estimated $217K and leaving 2,792 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #823.

AlphaCore Capital first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $460K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • AlphaCore Capital held 2,792 shares of Otis Worldwide worth $215K as of Q1 2026.
  • AlphaCore Capital sold 2,479 Otis Worldwide shares in Q1 2026, an estimated $217K.
  • Otis Worldwide made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #823 holding.
  • AlphaCore Capital first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • AlphaCore Capital's Otis Worldwide position peaked at $460K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.