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Arkadios Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Arkadios 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 		$655K Buy
8,501
+265
+3% +$23.2K 0.01% 980
2025
Q4 		$719K Buy
8,236
+916
+13% +$81.9K 0.01% 847
2025
Q3 		$669K Sell
7,320
-194
-3% -$17.6K 0.02% 819
2025
Q2 		$744K Buy
7,514
+1,333
+22% +$129K 0.02% 695
2025
Q1 		$638K Buy
6,181
+3,185
+106% +$311K 0.02% 618
2024
Q4 		$277K Buy
2,996
+499
+20% +$50K 0.02% 746
2024
Q3 		$260K Buy
+2,497
New +$238K 0.01% 764
2022
Q1 		– Sell
-7,462
Closed -$650K – 614
2021
Q4 		$650K Sell
7,462
-2,392
-24% -$200K 0.09% 275
2021
Q3 		$810K Sell
9,854
-3,179
-24% -$280K 0.12% 197
2021
Q2 		$1.06M Buy
13,033
+12,056
+1,234% +$928K 0.13% 182
2021
Q1 		$66K Buy
977
+197
+25% +$12.9K 0.01% 620
2020
Q4 		$52K Buy
780
+112
+17% +$7.27K 0.01% 554
2020
Q3 		$43.4K Sell
668
-10
-1% -$612 0.02% 443
2020
Q2 		$38.9K Buy
+678
New +$35.1K 0.02% 410

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

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

Arkadios Wealth Advisors increased its Otis Worldwide (OTIS) stake by 3.2% in Q1 2026, buying an estimated $23.2K and bringing the position to 8,501 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #980.

Arkadios Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Arkadios Wealth Advisors held 8,501 shares of Otis Worldwide worth $655K as of Q1 2026.
  • Arkadios Wealth Advisors bought 265 Otis Worldwide shares in Q1 2026, an estimated $23.2K.
  • Otis Worldwide made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #980 holding.
  • Arkadios Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
  • Arkadios Wealth Advisors's Otis Worldwide position peaked at $1.06M in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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