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Focus Partners Advisor Solutions’s Otis Worldwide OTIS Stock Holding History

Focus Partners Advisor Solutions’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 Sell
2,664
-4,552
-63% -$398K ﹤0.01% 1150
2025
Q4 		$630K Sell
7,216
-3,140
-30% -$281K 0.01% 642
2025
Q3 		$939K Buy
10,356
+7,816
+308% +$710K 0.01% 550
2025
Q2 		$251K Buy
+2,540
New +$245K ﹤0.01% 937
2024
Q4 		– Sell
-2,222
Closed -$231K – 847
2024
Q3 		$231K Buy
2,222
+7
+0.3% +$667 ﹤0.01% 674
2024
Q2 		$213K Buy
2,215
+178
+9% +$17.2K 0.01% 591
2024
Q1 		$202K Buy
+2,037
New +$188K 0.01% 582

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

Focus Partners Advisor Solutions's OTIS Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Otis Worldwide (OTIS) stake by 63% in Q1 2026, selling an estimated $398K and leaving 2,664 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Focus Partners Advisor Solutions first reported a position in OTIS in Q1 2024 and has held it in 7 quarters since. The position peaked at $939K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Focus Partners Advisor Solutions held 2,664 shares of Otis Worldwide worth $205K as of Q1 2026.
  • Focus Partners Advisor Solutions sold 4,552 Otis Worldwide shares in Q1 2026, an estimated $398K.
  • Otis Worldwide made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #1150 holding.
  • Focus Partners Advisor Solutions first reported a position in Otis Worldwide in Q1 2024 and has held it in 7 quarters since.
  • Focus Partners Advisor Solutions's Otis Worldwide position peaked at $939K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.