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Atomi Financial Group’s Otis Worldwide OTIS Stock Holding History

Atomi Financial Group’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 		$248K Buy
+3,217
New +$281K 0.01% 1053
2025
Q3 		– Sell
-2,288
Closed -$227K – 1223
2025
Q2 		$227K Sell
2,288
-753
-25% -$72.7K 0.01% 984
2025
Q1 		$314K Buy
+3,041
New +$297K 0.01% 751

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

Atomi Financial Group's OTIS Position: Q1 2026 in Review

Atomi Financial Group opened a new position in Otis Worldwide (OTIS) in Q1 2026: 3,217 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in OTIS as recently as Q2 2025.

Atomi Financial Group first reported a position in OTIS in Q1 2025 and has held it in 3 quarters since. The position peaked at $314K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Atomi Financial Group held 3,217 shares of Otis Worldwide worth $248K as of Q1 2026.
  • Otis Worldwide was a new Atomi Financial Group position in Q1 2026.
  • Otis Worldwide made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1053 holding.
  • Atomi Financial Group first reported a position in Otis Worldwide in Q1 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's Otis Worldwide position peaked at $314K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.