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
Q2 		$8.18M Buy
114,287
+43,605
+62% +$3.26M 0.01% 1278
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cetera Investment Advisers's OTIS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Otis Worldwide (OTIS) stake by 62% in Q2 2026, buying an estimated $3.26M and bringing the position to 114,287 shares worth $8.18M. The position accounts for 0.01% of the portfolio, ranked #1278.

Cetera Investment Advisers first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cetera Investment Advisers held 114,287 shares of Otis Worldwide worth $8.18M as of Q2 2026.
  • Cetera Investment Advisers bought 43,605 Otis Worldwide shares in Q2 2026, an estimated $3.26M.
  • Otis Worldwide made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1278 holding.
  • Cetera Investment Advisers first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.