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Corient IA’s Otis Worldwide OTIS Stock Holding History

Corient IA’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 		$205K Sell
2,660
-340
-11% -$29.7K 0.19% 198
2025
Q4 		$262K Hold
3,000
– – 0.25% 170
2025
Q3 		$274K Sell
3,000
-1,000
-25% -$90.8K 0.2% 193
2025
Q2 		$396K Hold
4,000
– – 0.23% 166
2025
Q1 		$413K Buy
+4,000
New +$391K 0.29% 131

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

Corient IA's OTIS Position: Q1 2026 in Review

Corient IA reduced its Otis Worldwide (OTIS) stake by 11% in Q1 2026, selling an estimated $29.7K and leaving 2,660 shares worth $205K. The position accounts for 0.19% of the portfolio, ranked #198.

Corient IA first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $413K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Corient IA held 2,660 shares of Otis Worldwide worth $205K as of Q1 2026.
  • Corient IA sold 340 Otis Worldwide shares in Q1 2026, an estimated $29.7K.
  • Otis Worldwide made up 0.19% of Corient IA's portfolio in Q1 2026, its #198 holding.
  • Corient IA first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Otis Worldwide position peaked at $413K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.