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Capital Advantage’s Otis Worldwide OTIS Stock Holding History

Capital Advantage’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
-2,355
Closed -$206K – 150
2025
Q4 		$206K Hold
2,355
– – 0.03% 148
2025
Q3 		$215K Buy
2,355
+1
+0% +$91 0.03% 138
2025
Q2 		$233K Sell
2,354
-20
-0.8% -$1.93K 0.04% 129
2025
Q1 		$220K Hold
2,374
– – 0.04% 132
2024
Q4 		$220K Buy
+2,374
New +$238K 0.04% 132

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

Capital Advantage's OTIS Position: Q1 2026 in Review

Capital Advantage sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,355 shares — an estimated $206K sold.

Capital Advantage first reported a position in OTIS in Q4 2024 and held it in 5 quarters. The position peaked at $233K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Capital Advantage reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Capital Advantage sold 2,355 Otis Worldwide shares in Q1 2026, an estimated $206K.
  • Capital Advantage first reported a position in Otis Worldwide in Q4 2024 and held it in 5 quarters.
  • Capital Advantage's Otis Worldwide position peaked at $233K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Capital Advantage's 13F filing for Q1 2026, filed 13 Apr 2026.