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Clearstead Advisors’s Otis Worldwide OTIS Stock Holding History

Clearstead Advisors’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 		$891K Sell
11,562
-2,521
-18% -$221K 0.01% 553
2025
Q4 		$1.23M Buy
14,083
+1,705
+14% +$153K 0.02% 420
2025
Q3 		$1.13M Buy
12,378
+1,709
+16% +$155K 0.01% 429
2025
Q2 		$1.06M Buy
10,669
+1,068
+11% +$103K 0.01% 426
2025
Q1 		$991K Sell
9,601
-73
-0.8% -$7.13K 0.02% 409
2024
Q4 		$896K Sell
9,674
-1,118
-10% -$112K 0.01% 432
2024
Q3 		$1.12M Buy
10,792
+206
+2% +$19.6K 0.02% 398
2024
Q2 		$1.02M Buy
10,586
+6,362
+151% +$613K 0.02% 390
2024
Q1 		$408K Sell
4,224
-294
-7% -$27.2K 0.02% 343
2023
Q4 		$404K Sell
4,518
-6,097
-57% -$507K 0.02% 348
2023
Q3 		$852K Buy
10,615
+5,761
+119% +$493K 0.02% 328
2023
Q2 		$432K Buy
4,854
+991
+26% +$83.5K 0.03% 307
2023
Q1 		$326K Buy
3,863
+463
+14% +$38.3K 0.02% 326
2022
Q4 		$266K Sell
3,400
-141
-4% -$10.4K 0.02% 347
2022
Q3 		$226K Sell
3,541
-672
-16% -$49.2K 0.02% 351
2022
Q2 		$298K Sell
4,213
-199
-5% -$14.7K 0.02% 321
2022
Q1 		$339K Buy
4,412
+219
+5% +$17.5K 0.02% 323
2021
Q4 		$365K Sell
4,193
-396
-9% -$33.1K 0.02% 296
2021
Q3 		$378K Buy
4,589
+549
+14% +$48.3K 0.03% 276
2021
Q2 		$330K Sell
4,040
-198
-5% -$15.2K 0.03% 278
2021
Q1 		$290K Sell
4,238
-3,398
-44% -$222K 0.02% 287
2020
Q4 		$516K Buy
7,636
+548
+8% +$35.5K 0.05% 203
2020
Q3 		$442K Sell
7,088
-1,511
-18% -$92.4K 0.05% 191
2020
Q2 		$489K Buy
+8,599
New +$446K 0.06% 178

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

Clearstead Advisors's OTIS Position: Q1 2026 in Review

Clearstead Advisors reduced its Otis Worldwide (OTIS) stake by 18% in Q1 2026, selling an estimated $221K and leaving 11,562 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #553.

Clearstead Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.23M in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Clearstead Advisors held 11,562 shares of Otis Worldwide worth $891K as of Q1 2026.
  • Clearstead Advisors sold 2,521 Otis Worldwide shares in Q1 2026, an estimated $221K.
  • Otis Worldwide made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #553 holding.
  • Clearstead Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's Otis Worldwide position peaked at $1.23M in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.