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Great Valley Advisor Group’s Otis Worldwide OTIS Stock Holding History

Great Valley Advisor Group’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 		$213K Buy
2,758
+237
+9% +$20.7K ﹤0.01% 938
2025
Q4 		$220K Sell
2,521
-6
-0.2% -$537 ﹤0.01% 867
2025
Q3 		$231K Buy
2,527
+26
+1% +$2.36K ﹤0.01% 849
2025
Q2 		$248K Sell
2,501
-85
-3% -$8.21K 0.01% 798
2025
Q1 		$267K Sell
2,586
-274
-10% -$26.8K 0.01% 760
2024
Q4 		$265K Buy
2,860
+126
+5% +$12.6K 0.01% 728
2024
Q3 		$284K Buy
2,734
+54
+2% +$5.14K 0.01% 700
2024
Q2 		$258K Sell
2,680
-73
-3% -$7.04K 0.01% 681
2024
Q1 		$273K Sell
2,753
-434
-14% -$40.1K 0.01% 631
2023
Q4 		$285K Buy
3,187
+224
+8% +$18.6K 0.01% 593
2023
Q3 		$238K Sell
2,963
-322
-10% -$27.5K 0.01% 588
2023
Q2 		$292K Sell
3,285
-241
-7% -$20.3K 0.01% 563
2023
Q1 		$298K Buy
3,526
+1
+0% +$83 0.01% 547
2022
Q4 		$276K Buy
3,525
+128
+4% +$9.45K 0.01% 562
2022
Q3 		$217K Sell
3,397
-246
-7% -$18K 0.01% 612
2022
Q2 		$257K Buy
+3,643
New +$268K 0.01% 580

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

Great Valley Advisor Group's OTIS Position: Q1 2026 in Review

Great Valley Advisor Group increased its Otis Worldwide (OTIS) stake by 9.4% in Q1 2026, buying an estimated $20.7K and bringing the position to 2,758 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Great Valley Advisor Group first reported a position in OTIS in Q2 2022 and has held it in 16 quarters since. The position peaked at $298K in Q1 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Great Valley Advisor Group held 2,758 shares of Otis Worldwide worth $213K as of Q1 2026.
  • Great Valley Advisor Group bought 237 Otis Worldwide shares in Q1 2026, an estimated $20.7K.
  • Otis Worldwide made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #938 holding.
  • Great Valley Advisor Group first reported a position in Otis Worldwide in Q2 2022 and has held it in 16 quarters since.
  • Great Valley Advisor Group's Otis Worldwide position peaked at $298K in Q1 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.