ACA
OTIS icon

American Capital Advisory’s Otis Worldwide OTIS Stock Holding History

American Capital Advisory’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 		$26.4K Hold
342
– – 0.01% 265
2025
Q4 		$29.9K Sell
342
-4
-1% -$358 0.01% 253
2025
Q3 		$31.6K Sell
346
-3
-0.9% -$272 0.01% 234
2025
Q2 		$34.6K Buy
349
+9
+3% +$869 0.02% 217
2025
Q1 		$35.1K Buy
340
+4
+1% +$391 0.02% 214
2024
Q4 		$31.1K Hold
336
– – 0.02% 217
2024
Q3 		$34.9K Hold
336
– – 0.02% 209
2024
Q2 		$30.1K Hold
336
– – 0.02% 186
2024
Q1 		$28.4K Hold
336
– – 0.02% 177
2023
Q4 		$30.1K Buy
+336
New +$27.9K 0.02% 186

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

American Capital Advisory's OTIS Position: Q1 2026 in Review

American Capital Advisory held its Otis Worldwide (OTIS) position steady in Q1 2026 at 342 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #265.

American Capital Advisory first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.1K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • American Capital Advisory held 342 shares of Otis Worldwide worth $26.4K as of Q1 2026.
  • American Capital Advisory left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of American Capital Advisory's portfolio in Q1 2026, its #265 holding.
  • American Capital Advisory first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • American Capital Advisory's Otis Worldwide position peaked at $35.1K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.