IWA
OTIS icon

Icon Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Icon 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 		– Sell
-2,260
Closed -$201K – 426
2025
Q4 		$201K Buy
2,260
+163
+8% +$14.6K 0.01% 378
2025
Q3 		$192K Buy
2,097
+429
+26% +$38.9K 0.01% 374
2025
Q2 		$165K Buy
+1,668
New +$161K 0.01% 405

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

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

Icon Wealth Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,260 shares — an estimated $201K sold.

Icon Wealth Advisors first reported a position in OTIS in Q2 2025 and held it in 3 quarters. The position peaked at $201K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,260 Otis Worldwide shares in Q1 2026, an estimated $201K.
  • Icon Wealth Advisors first reported a position in Otis Worldwide in Q2 2025 and held it in 3 quarters.
  • Icon Wealth Advisors's Otis Worldwide position peaked at $201K in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.