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Forvis Mazars Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Forvis Mazars 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 		$751K Sell
9,746
-88
-0.9% -$7.7K 0.01% 238
2025
Q4 		$859K Hold
9,834
– – 0.02% 222
2025
Q3 		$899K Sell
9,834
-3,840
-28% -$349K 0.02% 218
2025
Q2 		$1.35M Sell
13,674
-46
-0.3% -$4.44K 0.03% 184
2025
Q1 		$1.42M Buy
13,720
+1,023
+8% +$99.9K 0.03% 177
2024
Q4 		$1.18M Sell
12,697
-1,935
-13% -$194K 0.03% 206
2024
Q3 		$1.52M Sell
14,632
-1,194
-8% -$114K 0.04% 186
2024
Q2 		$1.52M Sell
15,826
-2,200
-12% -$212K 0.04% 180
2024
Q1 		$1.79M Buy
18,026
+8,779
+95% +$811K 0.05% 170
2023
Q4 		$827K Sell
9,247
-295
-3% -$24.5K 0.02% 223
2023
Q3 		$766K Sell
9,542
-1,003
-10% -$85.8K 0.02% 223
2023
Q2 		$939K Buy
10,545
+4,048
+62% +$341K 0.03% 223
2023
Q1 		$548K Sell
6,497
-592
-8% -$49K 0.02% 257
2022
Q4 		$555K Hold
7,089
– – 0.02% 249
2022
Q3 		$453K Sell
7,089
-206
-3% -$15.1K 0.02% 264
2022
Q2 		$515K Buy
7,295
+2,510
+52% +$185K 0.02% 247
2022
Q1 		$368K Sell
4,785
-48
-1% -$3.84K 0.02% 216
2021
Q4 		$421K Sell
4,833
-354
-7% -$29.6K 0.02% 196
2021
Q3 		$427K Buy
+5,187
New +$456K 0.02% 190
2020
Q4 		– Sell
-3,620
Closed -$226K – 358
2020
Q3 		$226K Sell
3,620
-1,403
-28% -$85.8K 0.01% 301
2020
Q2 		$286K Buy
+5,023
New +$260K 0.02% 255

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

Forvis Mazars Wealth Advisors's OTIS Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 0.89% in Q1 2026, selling an estimated $7.7K and leaving 9,746 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #238.

Forvis Mazars Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.79M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 9,746 shares of Otis Worldwide worth $751K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 88 Otis Worldwide shares in Q1 2026, an estimated $7.7K.
  • Otis Worldwide made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #238 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Forvis Mazars Wealth Advisors's Otis Worldwide position peaked at $1.79M in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.