Corient Private Wealth
OTIS icon

Corient Private Wealth’s Otis Worldwide OTIS Stock Holding History

Corient Private Wealth’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 		$11.5M Sell
151,824
-148,786
-49% -$13M 0.02% 577
2025
Q4 		$26.1M Buy
300,610
+169,719
+130% +$15.2M 0.02% 504
2025
Q3 		$12M Sell
130,891
-35,867
-22% -$3.26M 0.02% 490
2025
Q2 		$16.5M Sell
166,758
-11,567
-6% -$1.12M 0.02% 419
2025
Q1 		$18.4M Sell
178,325
-20,783
-10% -$2.03M 0.03% 402
2024
Q4 		$18.2M Sell
199,108
-8,411
-4% -$843K 0.03% 411
2024
Q3 		$21.6M Buy
207,519
+11,077
+6% +$1.06M 0.03% 404
2024
Q2 		$18.9M Sell
196,442
-16,079
-8% -$1.55M 0.03% 394
2024
Q1 		$21.1M Buy
212,521
+3,637
+2% +$336K 0.04% 379
2023
Q4 		$18.7M Sell
208,884
-10,862
-5% -$903K 0.03% 398
2023
Q3 		$17.6M Buy
219,746
+1,845
+0.8% +$158K 0.04% 375
2023
Q2 		$19.4M Sell
217,901
-5,393
-2% -$454K 0.04% 347
2023
Q1 		$18.8M Buy
223,294
+66,125
+42% +$5.47M 0.05% 323
2022
Q4 		$12.3M Buy
+157,169
New +$11.6M 0.04% 335

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 Private Wealth's OTIS Position: Q1 2026 in Review

Corient Private Wealth reduced its Otis Worldwide (OTIS) stake by 49% in Q1 2026, selling an estimated $13M and leaving 151,824 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #577.

Corient Private Wealth first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.1M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Corient Private Wealth held 151,824 shares of Otis Worldwide worth $11.5M as of Q1 2026.
  • Corient Private Wealth sold 148,786 Otis Worldwide shares in Q1 2026, an estimated $13M.
  • Otis Worldwide made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #577 holding.
  • Corient Private Wealth first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Otis Worldwide position peaked at $26.1M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.