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Frank Rimerman Advisors’s Otis Worldwide OTIS Stock Holding History

Frank Rimerman 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 		$427K Sell
5,545
-2,005
-27% -$175K 0.03% 413
2025
Q4 		$659K Buy
+7,550
New +$675K 0.04% 316
2025
Q3 		– Sell
-4,185
Closed -$414K – 618
2025
Q2 		$414K Buy
4,185
+1,699
+68% +$164K 0.03% 385
2025
Q1 		$257K Sell
2,486
-1,287
-34% -$126K 0.02% 447
2024
Q4 		$349K Buy
+3,773
New +$378K 0.03% 381

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

Frank Rimerman Advisors's OTIS Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Otis Worldwide (OTIS) stake by 27% in Q1 2026, selling an estimated $175K and leaving 5,545 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #413.

Frank Rimerman Advisors first reported a position in OTIS in Q4 2024 and has held it in 5 quarters since. The position peaked at $659K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Frank Rimerman Advisors held 5,545 shares of Otis Worldwide worth $427K as of Q1 2026.
  • Frank Rimerman Advisors sold 2,005 Otis Worldwide shares in Q1 2026, an estimated $175K.
  • Otis Worldwide made up 0.03% of Frank Rimerman Advisors's portfolio in Q1 2026, its #413 holding.
  • Frank Rimerman Advisors first reported a position in Otis Worldwide in Q4 2024 and has held it in 5 quarters since.
  • Frank Rimerman Advisors's Otis Worldwide position peaked at $659K in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.