Atlas Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Atlas Capital 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	$1.08K	Hold	14	–	–	﹤0.01%	924
2025 Q4	$1.22K	Buy	+14	New	+$1.25K	﹤0.01%	885
2025 Q2	$135K	Hold	1,364	–	–	0.02%	476
2025 Q1	$141K	Hold	1,364	–	–	0.02%	469
2024 Q4	$126K	Buy	1,364 +1,350	+9,643%	+$135K	0.02%	472
2024 Q3	$1.46K	Sell	14 -1,350	-99%	-$129K	﹤0.01%	836
2024 Q2	$131K	Buy	1,364 +1,350	+9,643%	+$130K	0.02%	457
2024 Q1	$1.39K	Sell	14 -1,350	-99%	-$125K	﹤0.01%	820
2023 Q4	$122K	Hold	1,364	–	–	0.02%	464
2023 Q3	$110K	Hold	1,364	–	–	0.02%	435
2023 Q2	$121K	Hold	1,364	–	–	0.02%	447
2023 Q1	$115K	Hold	1,364	–	–	0.02%	445
2022 Q4	$107K	Hold	1,364	–	–	0.02%	439
2022 Q3	$87K	Hold	1,364	–	–	0.02%	465
2022 Q2	$96.4K	Hold	1,364	–	–	0.02%	469
2022 Q1	$105K	Hold	1,364	–	–	0.02%	461
2021 Q4	$119K	Hold	1,364	–	–	0.02%	431
2021 Q3	$112K	Sell	1,364 -150	-10%	-$13.2K	0.02%	419
2021 Q2	$124K	Sell	1,514 -1,486	-50%	-$114K	0.02%	427
2021 Q1	$205K	Hold	3,000	–	–	0.04%	328
2020 Q4	$203K	Buy	+3,000	New	+$195K	0.04%	304
2020 Q3	–	Sell	-3,000	Closed	-$171K	–	502
2020 Q2	$171K	Buy	+3,000	New	+$155K	0.04%	334

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atlas Capital Advisors's OTIS Position: Q1 2026 in Review

Atlas Capital Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 14 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Atlas Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $205K in Q1 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Atlas Capital Advisors held 14 shares of Otis Worldwide worth $1.08K as of Q1 2026.
Atlas Capital Advisors left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #924 holding.
Atlas Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
Atlas Capital Advisors's Otis Worldwide position peaked at $205K in Q1 2021.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.