First Affirmative Financial Network’s Otis Worldwide OTIS Stock Holding History

First Affirmative Financial 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	$205K	Buy	+2,666	New	+$233K	0.08%	295
2025 Q3	$288K	Sell	3,145 -18	-0.6%	-$1.63K	0.14%	197
2025 Q2	$313K	Buy	3,163 +17	+0.5%	+$1.64K	0.16%	164
2025 Q1	$325K	Sell	3,146 -352	-10%	-$34.4K	0.2%	143
2024 Q4	$324K	Buy	3,498 +73	+2%	+$7.32K	0.19%	146
2024 Q3	$356K	Buy	3,425 +2	+0.1%	+$191	0.19%	143
2024 Q2	$329K	Sell	3,423 -153	-4%	-$14.7K	0.23%	135
2024 Q1	$355K	Sell	3,576 -122	-3%	-$11.3K	0.26%	120
2023 Q4	$331K	Buy	3,698 +843	+30%	+$70.1K	0.26%	128
2023 Q3	$229K	Buy	2,855 +589	+26%	+$50.4K	0.22%	159
2023 Q2	$202K	Buy	+2,266	New	+$191K	0.2%	169

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

First Affirmative Financial Network's OTIS Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Otis Worldwide (OTIS) in Q1 2026: 2,666 shares worth $205K. The stake represents 0.08% of the portfolio and ranks #295 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in OTIS as recently as Q3 2025.

First Affirmative Financial Network first reported a position in OTIS in Q2 2023 and has held it in 11 quarters since. The position peaked at $356K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

First Affirmative Financial Network held 2,666 shares of Otis Worldwide worth $205K as of Q1 2026.
Otis Worldwide was a new First Affirmative Financial Network position in Q1 2026.
Otis Worldwide made up 0.08% of First Affirmative Financial Network's portfolio in Q1 2026, its #295 holding.
First Affirmative Financial Network first reported a position in Otis Worldwide in Q2 2023 and has held it in 11 quarters since.
First Affirmative Financial Network's Otis Worldwide position peaked at $356K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.