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Heritage Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Heritage Wealth 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 		$1.08K Buy
+14
New +$1.23K ﹤0.01% 644
2022
Q2 		– Sell
-350
Closed -$27K – 572
2022
Q1 		$27K Hold
350
– – ﹤0.01% 372
2021
Q4 		$30K Hold
350
– – ﹤0.01% 371
2021
Q3 		$28.8K Hold
350
– – ﹤0.01% 374
2021
Q2 		$28.6K Buy
+350
New +$26.9K ﹤0.01% 380

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

Heritage Wealth Advisors's OTIS Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Otis Worldwide (OTIS) in Q1 2026: 14 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in OTIS as recently as Q1 2022.

Heritage Wealth Advisors first reported a position in OTIS in Q2 2021 and has held it in 5 quarters since. The position peaked at $30K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Heritage Wealth Advisors held 14 shares of Otis Worldwide worth $1.08K as of Q1 2026.
  • Otis Worldwide was a new Heritage Wealth Advisors position in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #644 holding.
  • Heritage Wealth Advisors first reported a position in Otis Worldwide in Q2 2021 and has held it in 5 quarters since.
  • Heritage Wealth Advisors's Otis Worldwide position peaked at $30K in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.