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EP Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

EP Wealth 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 		$571K Buy
7,403
+128
+2% +$11.2K ﹤0.01% 849
2025
Q4 		$635K Buy
+7,275
New +$651K ﹤0.01% 765
2025
Q2 		$952K Buy
9,619
+2,200
+30% +$212K 0.01% 574
2025
Q1 		$766K Buy
7,419
+794
+12% +$77.6K 0.01% 565
2024
Q4 		$614K Buy
6,625
+218
+3% +$21.9K 0.01% 632
2024
Q3 		$666K Buy
6,407
+428
+7% +$40.8K 0.01% 604
2024
Q2 		$576K Buy
5,979
+1,502
+34% +$145K 0.01% 505
2024
Q1 		$444K Buy
4,477
+50
+1% +$4.62K 0.01% 536
2023
Q4 		$396K Buy
4,427
+208
+5% +$17.3K 0.01% 549
2023
Q3 		$339K Sell
4,219
-6,803
-62% -$582K 0.01% 537
2023
Q2 		$363K Buy
11,022
+9,846
+837% +$830K 0.01% 526
2023
Q1 		$998K Sell
1,176
-1,645
-58% -$136K 0.02% 305
2022
Q4 		$221K Buy
+2,821
New +$208K ﹤0.01% 530

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

EP Wealth Advisors's OTIS Position: Q1 2026 in Review

EP Wealth Advisors increased its Otis Worldwide (OTIS) stake by 1.8% in Q1 2026, buying an estimated $11.2K and bringing the position to 7,403 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

EP Wealth Advisors first reported a position in OTIS in Q4 2022 and has held it in 13 quarters since. The position peaked at $998K in Q1 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • EP Wealth Advisors held 7,403 shares of Otis Worldwide worth $571K as of Q1 2026.
  • EP Wealth Advisors bought 128 Otis Worldwide shares in Q1 2026, an estimated $11.2K.
  • Otis Worldwide made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #849 holding.
  • EP Wealth Advisors first reported a position in Otis Worldwide in Q4 2022 and has held it in 13 quarters since.
  • EP Wealth Advisors's Otis Worldwide position peaked at $998K in Q1 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.