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Capital Analysts LLC’s Otis Worldwide OTIS Stock Holding History

Capital Analysts LLC’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 		$77K Hold
989
– – ﹤0.01% 860
2025
Q4 		$87K Buy
989
+1
+0.1% +$89 ﹤0.01% 795
2025
Q3 		$91K Hold
988
– – ﹤0.01% 755
2025
Q2 		$98K Hold
988
– – ﹤0.01% 675
2025
Q1 		$102K Buy
988
+207
+27% +$20.2K ﹤0.01% 640
2024
Q4 		$72K Buy
781
+64
+9% +$6.42K ﹤0.01% 686
2024
Q3 		$75K Buy
717
+2
+0.3% +$191 ﹤0.01% 643
2024
Q2 		$69K Sell
715
-20
-3% -$1.93K ﹤0.01% 641
2024
Q1 		$73K Buy
735
+5
+0.7% +$462 ﹤0.01% 596
2023
Q4 		$65K Buy
730
+2
+0.3% +$166 ﹤0.01% 602
2023
Q3 		$59K Buy
728
+162
+29% +$13.9K ﹤0.01% 578
2023
Q2 		$50K Buy
566
+6
+1% +$505 ﹤0.01% 584
2023
Q1 		$47K Sell
560
-77
-12% -$6.37K ﹤0.01% 609
2022
Q4 		$50K Buy
637
+2
+0.3% +$148 ﹤0.01% 621
2022
Q3 		$40K Sell
635
-23
-3% -$1.68K ﹤0.01% 611
2022
Q2 		$46K Buy
658
+27
+4% +$1.99K ﹤0.01% 575
2022
Q1 		$49K Sell
631
-2,285
-78% -$183K ﹤0.01% 548
2021
Q4 		$254K Sell
2,916
-174
-6% -$14.6K 0.02% 317
2021
Q3 		$254K Sell
3,090
-471
-13% -$41.4K 0.02% 314
2021
Q2 		$291K Sell
3,561
-176
-5% -$13.5K 0.02% 301
2021
Q1 		$255K Sell
3,737
-79
-2% -$5.16K 0.02% 305
2020
Q4 		$258K Sell
3,816
-697
-15% -$45.2K 0.02% 224
2020
Q3 		$282K Buy
4,513
+7
+0.2% +$428 0.03% 232
2020
Q2 		$256K Buy
+4,506
New +$233K 0.03% 212

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 Analysts LLC's OTIS Position: Q1 2026 in Review

Capital Analysts LLC held its Otis Worldwide (OTIS) position steady in Q1 2026 at 989 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Capital Analysts LLC first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $291K in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Capital Analysts LLC held 989 shares of Otis Worldwide worth $77K as of Q1 2026.
  • Capital Analysts LLC left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #860 holding.
  • Capital Analysts LLC first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Capital Analysts LLC's Otis Worldwide position peaked at $291K in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.