Aviso Financial’s Otis Worldwide OTIS Stock Holding History

Aviso Financial’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	$2.92M	Sell	37,868 -8,753	-19%	-$766K	0.1%	89
2025 Q4	$4.07M	Sell	46,621 -3,727	-7%	-$333K	0.15%	70
2025 Q3	$4.6M	Buy	50,348 +1,091	+2%	+$99K	0.19%	65
2025 Q2	$4.88M	Buy	49,257 +613	+1%	+$59.2K	0.22%	60
2025 Q1	$5.02M	Buy	48,644 +9,744	+25%	+$952K	0.25%	59
2024 Q4	$3.6M	Sell	38,900 -1,967	-5%	-$197K	0.18%	67
2024 Q3	$4.25M	Sell	40,867 -125	-0.3%	-$11.9K	0.21%	64
2024 Q2	$3.95M	Buy	+40,992	New	+$3.95M	0.22%	63

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

Aviso Financial's OTIS Position: Q1 2026 in Review

Aviso Financial reduced its Otis Worldwide (OTIS) stake by 19% in Q1 2026, selling an estimated $766K and leaving 37,868 shares worth $2.92M. The position accounts for 0.1% of the portfolio, ranked #89.

Aviso Financial first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.02M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Aviso Financial held 37,868 shares of Otis Worldwide worth $2.92M as of Q1 2026.
Aviso Financial sold 8,753 Otis Worldwide shares in Q1 2026, an estimated $766K.
Otis Worldwide made up 0.1% of Aviso Financial's portfolio in Q1 2026, its #89 holding.
Aviso Financial first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Otis Worldwide position peaked at $5.02M in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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