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IMA Advisory Services’s Otis Worldwide OTIS Stock Holding History

IMA Advisory Services’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 		$712K Sell
9,236
-278
-3% -$24.3K 0.07% 136
2025
Q4 		$831K Buy
9,514
+11
+0.1% +$984 0.08% 137
2025
Q3 		$869K Buy
9,503
+933
+11% +$84.7K 0.09% 129
2025
Q2 		$849K Sell
8,570
-127
-1% -$12.3K 0.09% 130
2025
Q1 		$898K Sell
8,697
-736
-8% -$71.9K 0.11% 122
2024
Q4 		$874K Sell
9,433
-137
-1% -$13.7K 0.11% 124
2024
Q3 		$995K Buy
9,570
+164
+2% +$15.6K 0.22% 96
2024
Q2 		$905K Sell
9,406
-120
-1% -$11.6K 0.4% 59
2024
Q1 		$946K Sell
9,526
-289
-3% -$26.7K 0.45% 57
2023
Q4 		$878K Sell
9,815
-987
-9% -$82.1K 0.44% 56
2023
Q3 		$868K Sell
10,802
-327
-3% -$28K 0.22% 96
2023
Q2 		$991K Buy
11,129
+156
+1% +$13.1K 0.25% 95
2023
Q1 		$926K Sell
10,973
-29
-0.3% -$2.4K 0.24% 91
2022
Q4 		$862K Buy
11,002
+569
+5% +$42K 0.23% 91
2022
Q3 		$666K Sell
10,433
-131
-1% -$9.58K 0.18% 104
2022
Q2 		$747K Buy
10,564
+166
+2% +$12.2K 0.18% 98
2022
Q1 		$800K Sell
10,398
-125
-1% -$9.99K 0.18% 92
2021
Q4 		$916K Sell
10,523
-187
-2% -$15.7K 0.2% 91
2021
Q3 		$881K Sell
10,710
-108
-1% -$9.5K 0.21% 90
2021
Q2 		$885K Sell
10,818
-93
-0.9% -$7.16K 0.21% 92
2021
Q1 		$747K Buy
10,911
+1,082
+11% +$70.7K 0.18% 90
2020
Q4 		$664K Sell
9,829
-920
-9% -$59.7K 0.19% 86
2020
Q3 		$671K Sell
10,749
-38
-0.4% -$2.32K 0.23% 88
2020
Q2 		$613K Buy
+10,787
New +$559K 0.22% 83

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

IMA Advisory Services's OTIS Position: Q1 2026 in Review

IMA Advisory Services reduced its Otis Worldwide (OTIS) stake by 2.9% in Q1 2026, selling an estimated $24.3K and leaving 9,236 shares worth $712K. The position accounts for 0.07% of the portfolio, ranked #136.

IMA Advisory Services first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $995K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • IMA Advisory Services held 9,236 shares of Otis Worldwide worth $712K as of Q1 2026.
  • IMA Advisory Services sold 278 Otis Worldwide shares in Q1 2026, an estimated $24.3K.
  • Otis Worldwide made up 0.07% of IMA Advisory Services's portfolio in Q1 2026, its #136 holding.
  • IMA Advisory Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • IMA Advisory Services's Otis Worldwide position peaked at $995K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.