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Garton & Associates Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Garton & Associates 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 		– Sell
-311
Closed -$27.2K – 521
2025
Q4 		$27.2K Buy
+311
New +$27.8K 0.02% 537

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Garton & Associates Financial Advisors's OTIS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 311 shares — an estimated $27.2K sold.

Garton & Associates Financial Advisors first reported a position in OTIS in Q4 2025 and held it in 1 quarter. The position peaked at $27.2K in Q4 2025. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 311 Otis Worldwide shares in Q1 2026, an estimated $27.2K.
  • Garton & Associates Financial Advisors first reported a position in Otis Worldwide in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Otis Worldwide position peaked at $27.2K in Q4 2025.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.