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Exencial Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Exencial 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 		$323K Sell
4,185
-634
-13% -$55.5K 0.01% 466
2025
Q4 		$421K Buy
4,819
+133
+3% +$11.9K 0.01% 425
2025
Q3 		$428K Buy
4,686
+234
+5% +$21.2K 0.01% 402
2025
Q2 		$441K Buy
4,452
+102
+2% +$9.85K 0.02% 381
2025
Q1 		$449K Sell
4,350
-55
-1% -$5.37K 0.02% 378
2024
Q4 		$408K Sell
4,405
-59
-1% -$5.92K 0.01% 392
2024
Q3 		$464K Buy
4,464
+27
+0.6% +$2.57K 0.02% 372
2024
Q2 		$427K Sell
4,437
-5
-0.1% -$482 0.02% 378
2024
Q1 		$441K Sell
4,442
-21
-0.5% -$1.94K 0.02% 372
2023
Q4 		$399K Buy
4,463
+156
+4% +$13K 0.02% 378
2023
Q3 		$346K Sell
4,307
-158
-4% -$13.5K 0.02% 343
2023
Q2 		$397K Sell
4,465
-493
-10% -$41.5K 0.02% 330
2023
Q1 		$418K Buy
4,958
+15
+0.3% +$1.24K 0.02% 307
2022
Q4 		$387K Buy
4,943
+85
+2% +$6.28K 0.02% 327
2022
Q3 		$310K Sell
4,858
-25
-0.5% -$1.83K 0.02% 338
2022
Q2 		$345K Sell
4,883
-11
-0.2% -$810 0.02% 329
2022
Q1 		$377K Sell
4,894
-690
-12% -$55.1K 0.02% 321
2021
Q4 		$486K Buy
+5,584
New +$467K 0.02% 318
2021
Q3 		– Sell
-5,487
Closed -$449K – 415
2021
Q2 		$449K Buy
5,487
+34
+0.6% +$2.62K 0.02% 328
2021
Q1 		$373K Sell
5,453
-471
-8% -$30.8K 0.02% 319
2020
Q4 		$400K Buy
5,924
+24
+0.4% +$1.56K 0.03% 268
2020
Q3 		$368K Buy
5,900
+362
+7% +$22.1K 0.02% 287
2020
Q2 		$315K Buy
+5,538
New +$287K 0.03% 264

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

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

Exencial Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 13% in Q1 2026, selling an estimated $55.5K and leaving 4,185 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #466.

Exencial Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $486K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Exencial Wealth Advisors held 4,185 shares of Otis Worldwide worth $323K as of Q1 2026.
  • Exencial Wealth Advisors sold 634 Otis Worldwide shares in Q1 2026, an estimated $55.5K.
  • Otis Worldwide made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #466 holding.
  • Exencial Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's Otis Worldwide position peaked at $486K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.