CAPTRUST Financial Advisors
OTIS icon

CAPTRUST Financial Advisors’s Otis Worldwide OTIS Stock Holding History

CAPTRUST Financial 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 		$7.23M Sell
93,822
-5,396
-5% -$472K 0.01% 624
2025
Q4 		$8.67M Sell
99,218
-1,165
-1% -$104K 0.02% 520
2025
Q3 		$9.18M Buy
100,383
+5,715
+6% +$519K 0.02% 490
2025
Q2 		$9.37M Buy
94,668
+7,919
+9% +$764K 0.02% 474
2025
Q1 		$8.95M Buy
86,749
+49,715
+134% +$4.86M 0.02% 454
2024
Q4 		$3.43M Sell
37,034
-2,129
-5% -$213K 0.01% 654
2024
Q3 		$4.07M Sell
39,163
-2,833
-7% -$270K 0.01% 585
2024
Q2 		$4.04M Buy
41,996
+796
+2% +$76.7K 0.01% 558
2024
Q1 		$4.09M Sell
41,200
-10,187
-20% -$942K 0.02% 542
2023
Q4 		$4.6M Sell
51,387
-971
-2% -$80.7K 0.02% 587
2023
Q3 		$4.2M Buy
52,358
+3,631
+7% +$311K 0.02% 577
2023
Q2 		$4.34M Buy
48,727
+1,991
+4% +$168K 0.02% 552
2023
Q1 		$3.94M Sell
46,736
-423
-0.9% -$35K 0.02% 526
2022
Q4 		$3.69M Buy
47,159
+1,581
+3% +$117K 0.02% 521
2022
Q3 		$2.91M Buy
45,578
+14,372
+46% +$1.05M 0.02% 554
2022
Q2 		$2.21M Buy
31,206
+743
+2% +$54.7K 0.01% 572
2022
Q1 		$2.34M Buy
30,463
+989
+3% +$79K 0.02% 560
2021
Q4 		$2.57M Buy
29,474
+1,341
+5% +$112K 0.02% 503
2021
Q3 		$2.31M Buy
28,133
+3,375
+14% +$297K 0.02% 489
2021
Q2 		$2.02M Sell
24,758
-2,751
-10% -$212K 0.02% 500
2021
Q1 		$1.88M Buy
27,509
+5,864
+27% +$383K 0.02% 484
2020
Q4 		$1.46M Buy
21,645
+1,204
+6% +$78.1K 0.02% 476
2020
Q3 		$1.27M Sell
20,441
-5,163
-20% -$316K 0.02% 436
2020
Q2 		$1.43M Buy
+25,604
New +$1.33M 0.02% 418

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

CAPTRUST Financial Advisors's OTIS Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Otis Worldwide (OTIS) stake by 5.4% in Q1 2026, selling an estimated $472K and leaving 93,822 shares worth $7.23M. The position accounts for 0.01% of the portfolio, ranked #624.

CAPTRUST Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.37M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • CAPTRUST Financial Advisors held 93,822 shares of Otis Worldwide worth $7.23M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 5,396 Otis Worldwide shares in Q1 2026, an estimated $472K.
  • Otis Worldwide made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #624 holding.
  • CAPTRUST Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's Otis Worldwide position peaked at $9.37M in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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