IAA
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Independent Advisor Alliance’s Otis Worldwide OTIS Stock Holding History

Independent Advisor Alliance’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 		$385K Sell
4,994
-10,844
-68% -$949K ﹤0.01% 1221
2025
Q4 		$1.38M Buy
15,838
+368
+2% +$32.9K 0.03% 382
2025
Q3 		$1.41M Buy
15,470
+8,451
+120% +$767K 0.04% 365
2025
Q2 		$695K Buy
7,019
+2,063
+42% +$199K 0.02% 496
2025
Q1 		$511K Buy
4,956
+793
+19% +$77.5K 0.02% 515
2024
Q4 		$386K Buy
4,163
+2,176
+110% +$218K 0.01% 1042
2024
Q3 		$207K Sell
1,987
-211
-10% -$20.1K 0.01% 653
2024
Q2 		$212K Buy
+2,198
New +$212K 0.01% 659
2022
Q2 		– Sell
-2,700
Closed -$208K – 675
2022
Q1 		$208K Sell
2,700
-224
-8% -$17.9K 0.01% 606
2021
Q4 		$255K Sell
2,924
-169
-5% -$14.1K 0.01% 567
2021
Q3 		$255K Buy
+3,093
New +$272K 0.01% 531
2021
Q1 		– Sell
-17,756
Closed -$1.2M – 637
2020
Q4 		$1.2M Sell
17,756
-483
-3% -$31.3K 0.08% 187
2020
Q3 		$1.14M Buy
18,239
+771
+4% +$47.2K 0.09% 166
2020
Q2 		$993K Buy
+17,468
New +$905K 0.11% 155

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

Independent Advisor Alliance's OTIS Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Otis Worldwide (OTIS) stake by 68% in Q1 2026, selling an estimated $949K and leaving 4,994 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Independent Advisor Alliance first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.41M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Independent Advisor Alliance held 4,994 shares of Otis Worldwide worth $385K as of Q1 2026.
  • Independent Advisor Alliance sold 10,844 Otis Worldwide shares in Q1 2026, an estimated $949K.
  • Otis Worldwide made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1221 holding.
  • Independent Advisor Alliance first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
  • Independent Advisor Alliance's Otis Worldwide position peaked at $1.41M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.