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Beacon Pointe Advisors’s Otis Worldwide OTIS Stock Holding History

Beacon Pointe 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 		$1.69M Buy
21,952
+7,258
+49% +$635K 0.01% 791
2025
Q4 		$1.28M Sell
14,694
-8,369
-36% -$749K 0.01% 751
2025
Q3 		$2.11M Buy
23,063
+1,769
+8% +$161K 0.02% 535
2025
Q2 		$2.11M Buy
21,294
+6,462
+44% +$624K 0.02% 476
2025
Q1 		$1.53M Sell
14,832
-706
-5% -$69K 0.02% 525
2024
Q4 		$1.44M Buy
15,538
+1,429
+10% +$143K 0.02% 541
2024
Q3 		$1.47M Sell
14,109
-234
-2% -$22.3K 0.02% 540
2024
Q2 		$1.38M Sell
14,343
-3,011
-17% -$290K 0.02% 551
2024
Q1 		$1.72M Buy
17,354
+429
+3% +$39.6K 0.02% 529
2023
Q4 		$1.51M Sell
16,925
-826
-5% -$68.7K 0.02% 551
2023
Q3 		$1.43M Buy
17,751
+7,223
+69% +$618K 0.02% 536
2023
Q2 		$937K Sell
10,528
-3,642
-26% -$307K 0.02% 542
2023
Q1 		$1.2M Buy
14,170
+4,204
+42% +$348K 0.02% 493
2022
Q4 		$780K Sell
9,966
-11
-0.1% -$812 0.02% 563
2022
Q3 		$646K Sell
9,977
-1,221
-11% -$89.3K 0.01% 573
2022
Q2 		$799K Sell
11,198
-643
-5% -$47.4K 0.02% 526
2022
Q1 		$911K Buy
11,841
+4,689
+66% +$375K 0.01% 647
2021
Q4 		$623K Sell
7,152
-3,915
-35% -$328K 0.02% 494
2021
Q3 		$911K Buy
11,067
+3,648
+49% +$321K 0.02% 426
2021
Q2 		$607K Buy
7,419
+3,625
+96% +$279K 0.02% 439
2021
Q1 		$261K Sell
3,794
-1,220
-24% -$79.8K 0.02% 419
2020
Q4 		$342K Buy
5,014
+1,056
+27% +$68.5K 0.02% 342
2020
Q3 		$247K Sell
3,958
-496
-11% -$30.3K 0.02% 328
2020
Q2 		$252K Buy
+4,454
New +$231K 0.03% 330

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

Beacon Pointe Advisors's OTIS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Otis Worldwide (OTIS) stake by 49% in Q1 2026, buying an estimated $635K and bringing the position to 21,952 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #791.

Beacon Pointe Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Beacon Pointe Advisors held 21,952 shares of Otis Worldwide worth $1.69M as of Q1 2026.
  • Beacon Pointe Advisors bought 7,258 Otis Worldwide shares in Q1 2026, an estimated $635K.
  • Otis Worldwide made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #791 holding.
  • Beacon Pointe Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Beacon Pointe Advisors's Otis Worldwide position peaked at $2.11M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.