AI
OTIS icon

Atria Investments’s Otis Worldwide OTIS Stock Holding History

Atria Investments’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 		$1.75M Buy
22,745
+5,630
+33% +$493K 0.02% 770
2025
Q4 		$1.5M Buy
17,115
+455
+3% +$40.7K 0.02% 861
2025
Q3 		$1.52M Buy
16,660
+4,718
+40% +$428K 0.02% 838
2025
Q2 		$1.18M Sell
11,942
-1,989
-14% -$192K 0.01% 953
2025
Q1 		$1.44M Buy
13,931
+782
+6% +$76.4K 0.02% 854
2024
Q4 		$1.22M Buy
13,149
+2,304
+21% +$231K 0.02% 880
2024
Q3 		$1.13M Sell
10,845
-241
-2% -$23K 0.01% 910
2024
Q2 		$1.07M Sell
11,086
-582
-5% -$56.1K 0.01% 898
2024
Q1 		$1.16M Sell
11,668
-253
-2% -$23.4K 0.02% 891
2023
Q4 		$1.07M Buy
+11,921
New +$991K 0.02% 870
2021
Q2 		– Sell
-29,332
Closed -$2.01M – 783
2021
Q1 		$2.01M Sell
29,332
-251
-0.8% -$16.4K 0.04% 452
2020
Q4 		$2M Buy
+29,583
New +$1.92M 0.05% 414

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

Atria Investments's OTIS Position: Q1 2026 in Review

Atria Investments increased its Otis Worldwide (OTIS) stake by 33% in Q1 2026, buying an estimated $493K and bringing the position to 22,745 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #770.

Atria Investments first reported a position in OTIS in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.01M in Q1 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Atria Investments held 22,745 shares of Otis Worldwide worth $1.75M as of Q1 2026.
  • Atria Investments bought 5,630 Otis Worldwide shares in Q1 2026, an estimated $493K.
  • Otis Worldwide made up 0.02% of Atria Investments's portfolio in Q1 2026, its #770 holding.
  • Atria Investments first reported a position in Otis Worldwide in Q4 2020 and has held it in 12 quarters since.
  • Atria Investments's Otis Worldwide position peaked at $2.01M in Q1 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.