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ALPS Advisors’s Otis Worldwide OTIS Stock Holding History

ALPS 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 		$2.57M Sell
33,314
-2,377
-7% -$208K 0.01% 359
2025
Q4 		$3.12M Sell
35,691
-217
-0.6% -$19.4K 0.02% 325
2025
Q3 		$3.28M Sell
35,908
-5,385
-13% -$489K 0.02% 308
2025
Q2 		$4.09M Sell
41,293
-207
-0.5% -$20K 0.02% 270
2025
Q1 		$4.28M Buy
41,500
+429
+1% +$41.9K 0.02% 243
2024
Q4 		$3.8M Sell
41,071
-136
-0.3% -$13.6K 0.02% 265
2024
Q3 		$4.28M Buy
41,207
+21,664
+111% +$2.06M 0.03% 249
2024
Q2 		$1.88M Hold
19,543
– – 0.01% 349
2024
Q1 		$1.94M Buy
19,543
+256
+1% +$23.7K 0.01% 355
2023
Q4 		$1.73M Buy
19,287
+96
+0.5% +$7.98K 0.01% 358
2023
Q3 		$1.54M Buy
19,191
+2,257
+13% +$193K 0.01% 364
2023
Q2 		$1.51M Sell
16,934
-461
-3% -$38.8K 0.01% 373
2023
Q1 		$1.47M Sell
17,395
-918
-5% -$76K 0.01% 367
2022
Q4 		$1.43M Sell
18,313
-833
-4% -$61.5K 0.01% 366
2022
Q3 		$1.22M Buy
+19,146
New +$1.4M 0.01% 399

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

ALPS Advisors's OTIS Position: Q1 2026 in Review

ALPS Advisors reduced its Otis Worldwide (OTIS) stake by 6.7% in Q1 2026, selling an estimated $208K and leaving 33,314 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #359.

ALPS Advisors first reported a position in OTIS in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.28M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • ALPS Advisors held 33,314 shares of Otis Worldwide worth $2.57M as of Q1 2026.
  • ALPS Advisors sold 2,377 Otis Worldwide shares in Q1 2026, an estimated $208K.
  • Otis Worldwide made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #359 holding.
  • ALPS Advisors first reported a position in Otis Worldwide in Q3 2022 and has held it in 15 quarters since.
  • ALPS Advisors's Otis Worldwide position peaked at $4.28M in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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