Carolina Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Carolina Wealth 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	-13,047	Closed	-$1.14M	–	317
2025 Q4	$1.14M	Buy	13,047 +93	+0.7%	+$8.32K	0.51%	40
2025 Q3	$1.18M	Buy	12,954 +1,288	+11%	+$117K	0.51%	41
2025 Q2	$1.16M	Buy	11,666 +2,820	+32%	+$272K	0.57%	35
2025 Q1	$913K	Buy	8,846 +6,581	+291%	+$643K	0.49%	33
2024 Q4	$210K	Buy	2,265 +1,759	+348%	+$176K	0.11%	64
2024 Q3	$52.6K	Buy	+506	New	+$48.2K	0.03%	108
2021 Q3	–	Sell	-10	Closed	-$1K	–	290
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	274
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	296
2020 Q4	$1K	Sell	10 -15	-60%	-$973	﹤0.01%	230
2020 Q3	$2K	Buy	+25	New	+$1.53K	﹤0.01%	197

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

Carolina Wealth Advisors's OTIS Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 13,047 shares — an estimated $1.14M sold.

Carolina Wealth Advisors first reported a position in OTIS in Q3 2020 and held it in 10 quarters. The position peaked at $1.18M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Carolina Wealth Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 13,047 Otis Worldwide shares in Q1 2026, an estimated $1.14M.
Carolina Wealth Advisors first reported a position in Otis Worldwide in Q3 2020 and held it in 10 quarters.
Carolina Wealth Advisors's Otis Worldwide position peaked at $1.18M in Q3 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.