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CBIZ Investment Advisory Services’s Otis Worldwide OTIS Stock Holding History

CBIZ Investment Advisory Services’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 		$7.71K Hold
100
– – ﹤0.01% 181
2025
Q4 		$8.73K Buy
+100
New +$8.95K ﹤0.01% 408
2025
Q3 		– Sell
-9
Closed -$891 – 754
2025
Q2 		$891 Buy
9
+4
+80% +$386 ﹤0.01% 609
2025
Q1 		$516 Buy
+5
New +$488 ﹤0.01% 554

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

CBIZ Investment Advisory Services's OTIS Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Otis Worldwide (OTIS) position steady in Q1 2026 at 100 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

CBIZ Investment Advisory Services first reported a position in OTIS in Q1 2025 and has held it in 4 quarters since. The position peaked at $8.73K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • CBIZ Investment Advisory Services held 100 shares of Otis Worldwide worth $7.71K as of Q1 2026.
  • CBIZ Investment Advisory Services left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #181 holding.
  • CBIZ Investment Advisory Services first reported a position in Otis Worldwide in Q1 2025 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's Otis Worldwide position peaked at $8.73K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.