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Glen Eagle Advisors’s Otis Worldwide OTIS Stock Holding History

Glen Eagle 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 		$13.4K Hold
174
– – ﹤0.01% 626
2025
Q4 		$15.2K Buy
174
+20
+13% +$1.79K ﹤0.01% 623
2025
Q3 		$14K Hold
154
– – ﹤0.01% 634
2025
Q2 		$15.2K Hold
154
– – ﹤0.01% 589
2025
Q1 		$15.9K Buy
154
+6
+4% +$586 ﹤0.01% 575
2024
Q4 		$13.7K Sell
148
-60
-29% -$6.02K ﹤0.01% 604
2024
Q3 		$21.6K Hold
208
– – ﹤0.01% 550
2024
Q2 		$20K Hold
208
– – ﹤0.01% 543
2024
Q1 		$20.7K Hold
208
– – ﹤0.01% 547
2023
Q4 		$18.6K Sell
208
-42
-17% -$3.49K ﹤0.01% 540
2023
Q3 		$20.1K Sell
250
-25
-9% -$2.14K ﹤0.01% 525
2023
Q2 		$24.5K Sell
275
-15
-5% -$1.26K 0.01% 494
2023
Q1 		$24.4K Buy
290
+15
+5% +$1.24K 0.01% 478
2022
Q4 		$21.5K Sell
275
-20
-7% -$1.48K 0.01% 485
2022
Q3 		$18.8K Hold
295
– – 0.01% 495
2022
Q2 		$20.8K Hold
295
– – 0.01% 494
2022
Q1 		$22.7K Hold
295
– – 0.01% 494
2021
Q4 		$25.7K Sell
295
-20
-6% -$1.67K 0.01% 474
2021
Q3 		$25.9K Hold
315
– – 0.01% 503
2021
Q2 		$25.8K Hold
315
– – 0.01% 506
2021
Q1 		$21.6K Hold
315
– – 0.01% 509
2020
Q4 		$21.3K Buy
315
+25
+9% +$1.62K 0.01% 489
2020
Q3 		$18.1K Hold
290
– – 0.01% 483
2020
Q2 		$16.5K Buy
+290
New +$15K 0.01% 473

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

Glen Eagle Advisors's OTIS Position: Q1 2026 in Review

Glen Eagle Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 174 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Glen Eagle Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $25.9K in Q3 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Glen Eagle Advisors held 174 shares of Otis Worldwide worth $13.4K as of Q1 2026.
  • Glen Eagle Advisors left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #626 holding.
  • Glen Eagle Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Glen Eagle Advisors's Otis Worldwide position peaked at $25.9K in Q3 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.