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Caerus Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Caerus 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 		– Sell
-5,468
Closed -$478K – 352
2025
Q4 		$478K Buy
5,468
+2,958
+118% +$265K 0.15% 152
2025
Q3 		$229K Buy
+2,510
New +$228K 0.09% 243

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

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

Caerus Investment Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 5,468 shares — an estimated $478K sold.

Caerus Investment Advisors first reported a position in OTIS in Q3 2025 and held it in 2 quarters. The position peaked at $478K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 5,468 Otis Worldwide shares in Q1 2026, an estimated $478K.
  • Caerus Investment Advisors first reported a position in Otis Worldwide in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Otis Worldwide position peaked at $478K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.