Cetera Investment Advisers
OTIS icon

Cetera Investment Advisers’s Otis Worldwide OTIS Stock Holding History

Cetera Investment Advisers’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 		$5.45M Buy
70,682
+4,329
+7% +$379K 0.01% 1455
2025
Q4 		$5.8M Buy
66,353
+1,846
+3% +$165K 0.01% 1367
2025
Q3 		$5.9M Buy
64,507
+21,886
+51% +$1.99M 0.01% 1309
2025
Q2 		$4.22M Sell
42,621
-79
-0.2% -$7.63K 0.01% 1307
2025
Q1 		$4.41M Sell
42,700
-4,097
-9% -$400K 0.01% 1193
2024
Q4 		$4.33M Buy
46,797
+1,943
+4% +$195K 0.01% 1118
2024
Q3 		$4.66M Sell
44,854
-414
-0.9% -$39.4K 0.01% 1036
2024
Q2 		$4.36M Sell
45,268
-1,103
-2% -$106K 0.01% 1071
2024
Q1 		$4.6M Buy
46,371
+33,457
+259% +$3.09M 0.01% 1031
2023
Q4 		$1.16M Buy
12,914
+3,423
+36% +$285K 0.01% 1029
2023
Q3 		$762K Buy
9,491
+554
+6% +$47.4K 0.01% 1187
2023
Q2 		$795K Sell
8,937
-289
-3% -$24.3K 0.01% 1175
2023
Q1 		$779K Sell
9,226
-915
-9% -$75.7K 0.01% 1159
2022
Q4 		$794K Buy
10,141
+4,106
+68% +$303K 0.01% 1102
2022
Q3 		$385K Sell
6,035
-484
-7% -$35.4K 0.01% 1124
2022
Q2 		$461K Buy
6,519
+256
+4% +$18.9K 0.01% 1143
2022
Q1 		$482K Sell
6,263
-581
-8% -$46.4K 0.01% 1183
2021
Q4 		$596K Sell
6,844
-164
-2% -$13.7K 0.01% 1082
2021
Q3 		$577K Sell
7,008
-1,233
-15% -$108K 0.01% 1058
2021
Q2 		$674K Sell
8,241
-737
-8% -$56.7K 0.01% 955
2021
Q1 		$615K Buy
8,978
+1,428
+19% +$93.3K 0.01% 870
2020
Q4 		$510K Buy
7,550
+3,767
+100% +$244K 0.01% 952
2020
Q3 		$236K Sell
3,783
-279
-7% -$17.1K 0.02% 555
2020
Q2 		$231K Buy
+4,062
New +$210K 0.02% 540

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

Cetera Investment Advisers's OTIS Position: Q1 2026 in Review

Cetera Investment Advisers increased its Otis Worldwide (OTIS) stake by 6.5% in Q1 2026, buying an estimated $379K and bringing the position to 70,682 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #1455.

Cetera Investment Advisers first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.9M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Cetera Investment Advisers held 70,682 shares of Otis Worldwide worth $5.45M as of Q1 2026.
  • Cetera Investment Advisers bought 4,329 Otis Worldwide shares in Q1 2026, an estimated $379K.
  • Otis Worldwide made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1455 holding.
  • Cetera Investment Advisers first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Cetera Investment Advisers's Otis Worldwide position peaked at $5.9M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.