Financial Advisors Network’s Otis Worldwide OTIS Stock Holding History

Financial Advisors Network’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	$3.89M	Buy	50,471 +78	+0.2%	+$6.82K	0.54%	36
2025 Q4	$4.4M	Buy	50,393 +485	+1%	+$43.4K	0.6%	34
2025 Q3	$4.56M	Sell	49,908 -478	-0.9%	-$43.4K	0.65%	33
2025 Q2	$4.99M	Buy	50,386 +2,478	+5%	+$239K	0.75%	31
2025 Q1	$4.94M	Buy	47,908 +40,522	+549%	+$3.96M	0.82%	29
2024 Q4	$684K	Buy	+7,386	New	+$741K	0.11%	83
2023 Q4	$3.61M	Buy	40,389 +2,139	+6%	+$178K	0.73%	35
2023 Q3	$3.07M	Buy	+38,250	New	+$3.27M	0.69%	37
2022 Q4	$2.82M	Buy	35,970 +344	+1%	+$25.4K	0.75%	28
2022 Q3	$2.27M	Buy	35,626 +44	+0.1%	+$3.22K	0.67%	30
2022 Q2	$2.52M	Buy	35,582 +317	+0.9%	+$23.3K	0.7%	29
2022 Q1	$2.71M	Buy	+35,265	New	+$2.82M	0.67%	31

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Advisors Network's OTIS Position: Q1 2026 in Review

Financial Advisors Network increased its Otis Worldwide (OTIS) stake by 0.15% in Q1 2026, buying an estimated $6.82K and bringing the position to 50,471 shares worth $3.89M. The position accounts for 0.54% of the portfolio, ranked #36.

Financial Advisors Network first reported a position in OTIS in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.99M in Q2 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Financial Advisors Network held 50,471 shares of Otis Worldwide worth $3.89M as of Q1 2026.
Financial Advisors Network bought 78 Otis Worldwide shares in Q1 2026, an estimated $6.82K.
Otis Worldwide made up 0.54% of Financial Advisors Network's portfolio in Q1 2026, its #36 holding.
Financial Advisors Network first reported a position in Otis Worldwide in Q1 2022 and has held it in 12 quarters since.
Financial Advisors Network's Otis Worldwide position peaked at $4.99M in Q2 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.