First Command Advisory Services’s Otis Worldwide OTIS Stock Holding History

First Command Advisory Services’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	$44.3K	Buy	575 +90	+19%	+$7.87K	﹤0.01%	371
2025 Q4	$42.4K	Buy	485 +37	+8%	+$3.31K	﹤0.01%	329
2025 Q3	$41K	Hold	448	–	–	﹤0.01%	326
2025 Q2	$44.4K	Hold	448	–	–	﹤0.01%	297
2025 Q1	$46.2K	Hold	448	–	–	﹤0.01%	284
2024 Q4	$41.5K	Hold	448	–	–	﹤0.01%	299
2024 Q3	$46.6K	Hold	448	–	–	﹤0.01%	288
2024 Q2	$43.1K	Sell	448 -47	-9%	-$4.53K	﹤0.01%	280
2024 Q1	$49.1K	Buy	495 +47	+10%	+$4.34K	﹤0.01%	258
2023 Q4	$40.1K	Hold	448	–	–	﹤0.01%	262
2023 Q3	$36K	Buy	+448	New	+$38.3K	﹤0.01%	263

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 Command Advisory Services's OTIS Position: Q1 2026 in Review

First Command Advisory Services increased its Otis Worldwide (OTIS) stake by 19% in Q1 2026, buying an estimated $7.87K and bringing the position to 575 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

First Command Advisory Services first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $49.1K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

First Command Advisory Services held 575 shares of Otis Worldwide worth $44.3K as of Q1 2026.
First Command Advisory Services bought 90 Otis Worldwide shares in Q1 2026, an estimated $7.87K.
Otis Worldwide made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #371 holding.
First Command Advisory Services first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
First Command Advisory Services's Otis Worldwide position peaked at $49.1K in Q1 2024.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.