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Avion Wealth’s Otis Worldwide OTIS Stock Holding History

Avion Wealth’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 		$3K Sell
49
-1
-2% -$87 ﹤0.01% 806
2025
Q4 		$4K Sell
50
-18
-26% -$1.61K ﹤0.01% 721
2025
Q3 		$6K Sell
68
-5
-7% -$454 ﹤0.01% 621
2025
Q2 		$7K Buy
73
+8
+12% +$772 ﹤0.01% 554
2025
Q1 		$6K Hold
65
– – ﹤0.01% 509
2024
Q4 		$6K Buy
65
+10
+18% +$1K ﹤0.01% 508
2024
Q3 		$5K Sell
55
-10
-15% -$953 ﹤0.01% 529
2024
Q2 		$6K Buy
65
+15
+30% +$1.45K ﹤0.01% 437
2024
Q1 		$5K Hold
50
– – ﹤0.01% 469
2023
Q4 		$4K Buy
50
+32
+178% +$2.66K ﹤0.01% 444
2023
Q3 		$1K Sell
18
-12
-40% -$1.03K ﹤0.01% 695
2023
Q2 		$2K Buy
+30
New +$2.53K ﹤0.01% 489
2020
Q3 		– Sell
-10
Closed -$1K – 308
2020
Q2 		$1K Buy
+10
New +$518 ﹤0.01% 263

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

Avion Wealth's OTIS Position: Q1 2026 in Review

Avion Wealth reduced its Otis Worldwide (OTIS) stake by 2% in Q1 2026, selling an estimated $87 and leaving 49 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Avion Wealth first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $7K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Avion Wealth held 49 shares of Otis Worldwide worth $3K as of Q1 2026.
  • Avion Wealth sold 1 Otis Worldwide share in Q1 2026, an estimated $87.
  • Otis Worldwide made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #806 holding.
  • Avion Wealth first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
  • Avion Wealth's Otis Worldwide position peaked at $7K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.