CCA
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Checchi Capital Advisers’s Otis Worldwide OTIS Stock Holding History

Checchi Capital 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 		$346K Buy
4,489
+442
+11% +$38.7K 0.02% 435
2025
Q4 		$353K Buy
4,047
+14
+0.3% +$1.25K 0.02% 404
2025
Q3 		$369K Sell
4,033
-567
-12% -$51.5K 0.02% 398
2025
Q2 		$456K Sell
4,600
-483
-10% -$46.6K 0.03% 360
2025
Q1 		$525K Buy
5,083
+18
+0.4% +$1.76K 0.03% 323
2024
Q4 		$469K Buy
5,065
+31
+0.6% +$3.11K 0.03% 338
2024
Q3 		$523K Buy
5,034
+152
+3% +$14.5K 0.03% 318
2024
Q2 		$470K Buy
4,882
+84
+2% +$8.1K 0.02% 335
2024
Q1 		$476K Sell
4,798
-1
-0% -$92 0.04% 337
2023
Q4 		$429K Buy
4,799
+11
+0.2% +$915 0.03% 339
2023
Q3 		$385K Sell
4,788
-143
-3% -$12.2K 0.04% 347
2023
Q2 		$439K Buy
4,931
+318
+7% +$26.8K 0.04% 320
2023
Q1 		$389K Sell
4,613
-76
-2% -$6.29K 0.04% 349
2022
Q4 		$367K Sell
4,689
-46
-1% -$3.4K 0.04% 336
2022
Q3 		$302K Buy
4,735
+369
+8% +$27K 0.03% 387
2022
Q2 		$341K Buy
4,366
+732
+20% +$53.9K 0.03% 388
2022
Q1 		$280K Buy
3,634
+83
+2% +$6.63K 0.02% 425
2021
Q4 		$309K Buy
3,551
+66
+2% +$5.53K 0.03% 378
2021
Q3 		$287K Buy
3,485
+56
+2% +$4.92K 0.03% 378
2021
Q2 		$280K Buy
3,429
+205
+6% +$15.8K 0.03% 400
2021
Q1 		$221K Sell
3,224
-77
-2% -$5.03K 0.02% 464
2020
Q4 		$223K Sell
3,301
-58
-2% -$3.76K 0.02% 430
2020
Q3 		$210K Buy
+3,359
New +$205K 0.02% 395

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

Checchi Capital Advisers's OTIS Position: Q1 2026 in Review

Checchi Capital Advisers increased its Otis Worldwide (OTIS) stake by 11% in Q1 2026, buying an estimated $38.7K and bringing the position to 4,489 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #435.

Checchi Capital Advisers first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $525K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Checchi Capital Advisers held 4,489 shares of Otis Worldwide worth $346K as of Q1 2026.
  • Checchi Capital Advisers bought 442 Otis Worldwide shares in Q1 2026, an estimated $38.7K.
  • Otis Worldwide made up 0.02% of Checchi Capital Advisers's portfolio in Q1 2026, its #435 holding.
  • Checchi Capital Advisers first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Checchi Capital Advisers's Otis Worldwide position peaked at $525K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.