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Cetera Trust Company’s Otis Worldwide OTIS Stock Holding History

Cetera Trust Company’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 		$11.6K Sell
150
-100
-40% -$8.75K 0.01% 292
2025
Q4 		$21.8K Hold
250
– – 0.01% 252
2025
Q3 		$22.9K Hold
250
– – 0.01% 246
2025
Q2 		$24.8K Hold
250
– – 0.01% 243
2025
Q1 		$25.8K Sell
250
-50
-17% -$4.88K 0.02% 246
2024
Q4 		$27.8K Hold
300
– – 0.02% 245
2024
Q3 		$31.2K Hold
300
– – 0.02% 247
2024
Q2 		$28.9K Hold
300
– – 0.02% 249
2024
Q1 		$29.8K Hold
300
– – 0.02% 248
2023
Q4 		$26.8K Buy
+300
New +$24.9K 0.02% 252

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 Trust Company's OTIS Position: Q1 2026 in Review

Cetera Trust Company reduced its Otis Worldwide (OTIS) stake by 40% in Q1 2026, selling an estimated $8.75K and leaving 150 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #292.

Cetera Trust Company first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.2K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Cetera Trust Company held 150 shares of Otis Worldwide worth $11.6K as of Q1 2026.
  • Cetera Trust Company sold 100 Otis Worldwide shares in Q1 2026, an estimated $8.75K.
  • Otis Worldwide made up 0.01% of Cetera Trust Company's portfolio in Q1 2026, its #292 holding.
  • Cetera Trust Company first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Otis Worldwide position peaked at $31.2K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.