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Arete Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Arete Wealth 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 		$1.62M Buy
21,011
+2
+0% +$175 0.12% 173
2025
Q4 		$1.83M Buy
21,009
+395
+2% +$35.3K 0.11% 189
2025
Q3 		$1.89M Buy
20,614
+86
+0.4% +$7.81K 0.12% 177
2025
Q2 		$2.03M Buy
+20,528
New +$1.98M 0.14% 144
2020
Q4 		– Sell
-4,463
Closed -$282K – 436
2020
Q3 		$282K Sell
4,463
-573
-11% -$35K 0.04% 300
2020
Q2 		$286K Buy
+5,036
New +$261K 0.05% 300

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

Arete Wealth Advisors's OTIS Position: Q1 2026 in Review

Arete Wealth Advisors increased its Otis Worldwide (OTIS) stake by 0.01% in Q1 2026, buying an estimated $175 and bringing the position to 21,011 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #173.

Arete Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.03M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Arete Wealth Advisors held 21,011 shares of Otis Worldwide worth $1.62M as of Q1 2026.
  • Arete Wealth Advisors bought 2 Otis Worldwide shares in Q1 2026, an estimated $175.
  • Otis Worldwide made up 0.12% of Arete Wealth Advisors's portfolio in Q1 2026, its #173 holding.
  • Arete Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • Arete Wealth Advisors's Otis Worldwide position peaked at $2.03M in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.