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Frazier Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Frazier Financial 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 		$10.8K Hold
140
– – 0.01% 401
2025
Q4 		$12.2K Buy
140
+1
+0.7% +$89 0.01% 329
2025
Q3 		$12.8K Hold
139
– – 0.01% 322
2025
Q2 		$13.8K Hold
139
– – 0.01% 305
2025
Q1 		$14.3K Hold
139
– – 0.01% 284
2024
Q4 		$12.8K Buy
139
+1
+0.7% +$100 0.01% 299
2024
Q3 		$14.4K Hold
138
– – 0.01% 303
2024
Q2 		$13.3K Buy
138
+58
+73% +$5.59K 0.01% 381
2024
Q1 		$7.94K Hold
80
– – 0.01% 473
2023
Q4 		$7.16K Buy
+80
New +$6.65K 0.01% 424

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

Frazier Financial Advisors's OTIS Position: Q1 2026 in Review

Frazier Financial Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 140 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #401.

Frazier Financial Advisors first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.4K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Frazier Financial Advisors held 140 shares of Otis Worldwide worth $10.8K as of Q1 2026.
  • Frazier Financial Advisors left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #401 holding.
  • Frazier Financial Advisors first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's Otis Worldwide position peaked at $14.4K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.