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Arax Advisory Partners’s Otis Worldwide OTIS Stock Holding History

Arax Advisory Partners’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 		$151K Buy
1,991
+313
+19% +$27.4K ﹤0.01% 1203
2025
Q4 		$147K Sell
1,678
-26,376
-94% -$2.36M ﹤0.01% 1164
2025
Q3 		$2.56M Buy
28,054
+26,458
+1,658% +$2.4M 0.04% 403
2025
Q2 		$158K Sell
1,596
-128
-7% -$12.4K 0.01% 748
2025
Q1 		$178K Buy
1,724
+1,105
+179% +$108K 0.01% 559
2024
Q4 		$57.5K Buy
619
+192
+45% +$19.3K ﹤0.01% 859
2024
Q3 		$44.4K Sell
427
-35
-8% -$3.33K ﹤0.01% 764
2024
Q2 		$44.5K Buy
462
+37
+9% +$3.57K ﹤0.01% 704
2024
Q1 		$42.2K Buy
425
+6
+1% +$555 ﹤0.01% 532
2023
Q4 		$37.5K Buy
419
+1
+0.2% +$83 ﹤0.01% 536
2023
Q3 		$33.6K Buy
418
+1
+0.2% +$86 ﹤0.01% 512
2023
Q2 		$37.1K Buy
417
+1
+0.2% +$84 ﹤0.01% 497
2023
Q1 		$35.1K Buy
416
+1
+0.2% +$83 ﹤0.01% 509
2022
Q4 		$32.5K Buy
415
+1
+0.2% +$74 ﹤0.01% 500
2022
Q3 		$26K Hold
414
– – ﹤0.01% 530
2022
Q2 		$29K Hold
414
– – ﹤0.01% 510
2022
Q1 		$32K Hold
414
– – ﹤0.01% 520
2021
Q4 		$36K Hold
414
– – ﹤0.01% 498
2021
Q3 		$34K Hold
414
– – ﹤0.01% 495
2021
Q2 		$34K Buy
+414
New +$31.9K ﹤0.01% 516
2020
Q4 		$28K Hold
414
– – ﹤0.01% 473
2020
Q3 		$26K Hold
414
– – ﹤0.01% 452
2020
Q2 		$24K Buy
+414
New +$21.4K ﹤0.01% 454

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

Arax Advisory Partners's OTIS Position: Q1 2026 in Review

Arax Advisory Partners increased its Otis Worldwide (OTIS) stake by 19% in Q1 2026, buying an estimated $27.4K and bringing the position to 1,991 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Arax Advisory Partners first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Arax Advisory Partners held 1,991 shares of Otis Worldwide worth $151K as of Q1 2026.
  • Arax Advisory Partners bought 313 Otis Worldwide shares in Q1 2026, an estimated $27.4K.
  • Otis Worldwide made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1203 holding.
  • Arax Advisory Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Arax Advisory Partners's Otis Worldwide position peaked at $2.56M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.