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Evoke Wealth’s Otis Worldwide OTIS Stock Holding History

Evoke 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 		$1.93M Sell
25,086
-11,693
-32% -$1.02M 0.03% 182
2025
Q4 		$3.21M Sell
36,779
-1,391
-4% -$124K 0.06% 127
2025
Q3 		$3.49M Sell
38,170
-1,941
-5% -$176K 0.07% 113
2025
Q2 		$3.97M Sell
40,111
-1,014
-2% -$97.9K 0.09% 93
2025
Q1 		$4.24M Sell
41,125
-4,922
-11% -$481K 0.11% 77
2024
Q4 		$4.26M Sell
46,047
-2,260
-5% -$227K 0.12% 77
2024
Q3 		$5.02M Buy
+48,307
New +$4.6M 0.14% 71
2024
Q2 		– Sell
-58,980
Closed -$5.85M – 305
2024
Q1 		$5.85M Buy
58,980
+56,022
+1,894% +$5.18M 0.17% 61
2023
Q4 		$265K Sell
2,958
-77,312
-96% -$6.43M 0.43% 57
2023
Q3 		$6.45M Sell
80,270
-4,181
-5% -$358K 0.23% 51
2023
Q2 		$7.52M Sell
84,451
-13,318
-14% -$1.12M 0.26% 43
2023
Q1 		$7.5M Sell
97,769
-5,164
-5% -$427K 0.27% 42
2022
Q4 		$7.42M Sell
102,933
-7,316
-7% -$540K 0.27% 47
2022
Q3 		$7.03M Sell
110,249
-13,845
-11% -$1.01M 0.28% 41
2022
Q2 		$8.77M Buy
124,094
+5,625
+5% +$414K 0.32% 38
2022
Q1 		$9.12M Buy
118,469
+16,373
+16% +$1.31M 0.3% 43
2021
Q4 		$8.88M Buy
102,096
+55,021
+117% +$4.61M 0.28% 46
2021
Q3 		$3.86M Sell
47,075
-675
-1% -$59.4K 0.15% 80
2021
Q2 		$3.9M Buy
47,750
+2,266
+5% +$174K 0.15% 83
2021
Q1 		$3.11M Buy
45,484
+43,993
+2,951% +$2.88M 0.14% 88
2020
Q4 		$101K Hold
1,491
– – 0.01% 299
2020
Q3 		$93K Sell
1,491
-109
-7% -$6.67K 0.01% 294
2020
Q2 		$94K Buy
+1,600
New +$82.9K 0.01% 279

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

Evoke Wealth's OTIS Position: Q1 2026 in Review

Evoke Wealth reduced its Otis Worldwide (OTIS) stake by 32% in Q1 2026, selling an estimated $1.02M and leaving 25,086 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #182.

Evoke Wealth first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $9.12M in Q1 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Evoke Wealth held 25,086 shares of Otis Worldwide worth $1.93M as of Q1 2026.
  • Evoke Wealth sold 11,693 Otis Worldwide shares in Q1 2026, an estimated $1.02M.
  • Otis Worldwide made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #182 holding.
  • Evoke Wealth first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Evoke Wealth's Otis Worldwide position peaked at $9.12M in Q1 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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