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Integrity Alliance’s Otis Worldwide OTIS Stock Holding History

Integrity 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 		$217K Sell
2,814
-174
-6% -$15.2K 0.01% 685
2025
Q4 		$261K Sell
2,988
-334
-10% -$29.9K 0.01% 645
2025
Q3 		$304K Buy
3,322
+483
+17% +$43.8K 0.01% 438
2025
Q2 		$281K Sell
2,839
-3,628
-56% -$350K 0.02% 394
2025
Q1 		$667K Buy
+6,467
New +$632K 0.03% 344

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

Integrity Alliance's OTIS Position: Q1 2026 in Review

Integrity Alliance reduced its Otis Worldwide (OTIS) stake by 5.8% in Q1 2026, selling an estimated $15.2K and leaving 2,814 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #685.

Integrity Alliance first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $667K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Integrity Alliance held 2,814 shares of Otis Worldwide worth $217K as of Q1 2026.
  • Integrity Alliance sold 174 Otis Worldwide shares in Q1 2026, an estimated $15.2K.
  • Otis Worldwide made up 0.01% of Integrity Alliance's portfolio in Q1 2026, its #685 holding.
  • Integrity Alliance first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Integrity Alliance's Otis Worldwide position peaked at $667K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.