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Concurrent Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Concurrent Investment 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 		$592K Sell
7,683
-1,564
-17% -$137K 0.01% 1125
2025
Q4 		$808K Buy
9,247
+160
+2% +$14.3K 0.01% 928
2025
Q3 		$831K Buy
9,087
+1,721
+23% +$156K 0.01% 708
2025
Q2 		$729K Buy
7,366
+785
+12% +$75.8K 0.01% 706
2025
Q1 		$679K Buy
6,581
+2,942
+81% +$287K 0.02% 655
2024
Q4 		$337K Sell
3,639
-58
-2% -$5.82K 0.01% 787
2024
Q3 		$384K Buy
3,697
+83
+2% +$7.91K 0.01% 696
2024
Q2 		$348K Buy
+3,614
New +$348K 0.01% 691

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

Concurrent Investment Advisors's OTIS Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Otis Worldwide (OTIS) stake by 17% in Q1 2026, selling an estimated $137K and leaving 7,683 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #1125.

Concurrent Investment Advisors first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $831K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Concurrent Investment Advisors held 7,683 shares of Otis Worldwide worth $592K as of Q1 2026.
  • Concurrent Investment Advisors sold 1,564 Otis Worldwide shares in Q1 2026, an estimated $137K.
  • Otis Worldwide made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1125 holding.
  • Concurrent Investment Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's Otis Worldwide position peaked at $831K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.