Bell Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Bell Investment 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	$263K	Hold	3,407	–	–	0.04%	110
2025 Q4	$298K	Sell	3,407 -145	-4%	-$13K	0.05%	101
2025 Q3	$325K	Buy	3,552 +6	+0.2%	+$545	0.05%	96
2025 Q2	$351K	Sell	3,546 -6	-0.2%	-$579	0.06%	90
2025 Q1	$367K	Buy	3,552 +11	+0.3%	+$1.07K	0.07%	79
2024 Q4	$328K	Sell	3,541 -51	-1%	-$5.11K	0.06%	83
2024 Q3	$373K	Hold	3,592	–	–	0.07%	78
2024 Q2	$346K	Buy	3,592 +45	+1%	+$4.34K	0.07%	80
2024 Q1	$352K	Hold	3,547	–	–	0.07%	77
2023 Q4	$317K	Buy	3,547 +5	+0.1%	+$416	0.07%	78
2023 Q3	$284K	Sell	3,542 -10	-0.3%	-$855	0.06%	77
2023 Q2	$316K	Sell	3,552 -11	-0.3%	-$927	0.07%	72
2023 Q1	$301K	Buy	3,563 +12	+0.3%	+$993	0.07%	68
2022 Q4	$278K	Buy	3,551 +3,378	+1,953%	+$249K	0.07%	69
2022 Q3	$11K	Sell	173 -254	-59%	-$18.6K	﹤0.01%	393
2022 Q2	$30K	Buy	+427	New	+$31.4K	0.01%	199
2021 Q4	$18K	Sell	207 -12	-5%	-$1K	﹤0.01%	342
2021 Q3	$18K	Buy	+219	New	+$19.3K	0.01%	311

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

Bell Investment Advisors's OTIS Position: Q1 2026 in Review

Bell Investment Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 3,407 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #110.

Bell Investment Advisors first reported a position in OTIS in Q3 2021 and has held it in 18 quarters since. The position peaked at $373K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Bell Investment Advisors held 3,407 shares of Otis Worldwide worth $263K as of Q1 2026.
Bell Investment Advisors left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.04% of Bell Investment Advisors's portfolio in Q1 2026, its #110 holding.
Bell Investment Advisors first reported a position in Otis Worldwide in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Otis Worldwide position peaked at $373K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.