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B. Riley Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

B. Riley Wealth 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 		– Sell
-3,229
Closed -$282K – 1055
2025
Q4 		$282K Sell
3,229
-318
-9% -$28.4K 0.01% 733
2025
Q3 		$324K Sell
3,547
-183
-5% -$16.6K 0.02% 690
2025
Q2 		$369K Buy
+3,730
New +$360K 0.02% 640
2024
Q4 		$464K Sell
5,015
-1,652
-25% -$166K 0.02% 719
2024
Q3 		$694K Sell
6,667
-4
-0.1% -$381 0.02% 611
2024
Q2 		$642K Sell
6,671
-1,374
-17% -$132K 0.02% 700
2024
Q1 		$646K Buy
8,045
+1,068
+15% +$98.7K 0.02% 674
2023
Q4 		$624K Sell
6,977
-1,068
-13% -$88.8K 0.02% 706
2023
Q3 		$646K Buy
8,045
+2,732
+51% +$234K 0.02% 674
2023
Q2 		$473K Sell
5,313
-516
-9% -$43.5K 0.01% 881
2023
Q1 		$492K Sell
5,829
-1,717
-23% -$142K 0.01% 806
2022
Q4 		$591K Buy
7,546
+20
+0.3% +$1.48K 0.02% 724
2022
Q3 		$482K Buy
7,526
+1,354
+22% +$99.1K 0.01% 771
2022
Q2 		$438K Sell
6,172
-1,286
-17% -$94.7K 0.02% 717
2022
Q1 		$575K Sell
7,458
-524
-7% -$41.9K 0.02% 680
2021
Q4 		$696K Sell
7,982
-528
-6% -$44.2K 0.02% 654
2021
Q3 		$701K Buy
8,510
+71
+0.8% +$6.24K 0.02% 644
2021
Q2 		$689K Buy
8,439
+75
+0.9% +$5.77K 0.02% 644
2021
Q1 		$573K Buy
8,364
+3,145
+60% +$206K 0.02% 671
2020
Q4 		$353K Sell
5,219
-2,383
-31% -$155K 0.02% 669
2020
Q3 		$462K Buy
7,602
+1,789
+31% +$109K 0.02% 559
2020
Q2 		$332K Buy
+5,813
New +$301K 0.02% 598

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

B. Riley Wealth Advisors's OTIS Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 3,229 shares — an estimated $282K sold.

B. Riley Wealth Advisors first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $701K in Q3 2021. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,229 Otis Worldwide shares in Q1 2026, an estimated $282K.
  • B. Riley Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Otis Worldwide position peaked at $701K in Q3 2021.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.