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Laurel Wealth Advisors (North Carolina)’s Otis Worldwide OTIS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-2,630
Closed -$230K – 496
2025
Q4 		$230K Buy
+2,630
New +$235K 0.03% 183
2025
Q3 		– Sell
-2,668
Closed -$264K – 180
2025
Q2 		$264K Buy
2,668
+138
+5% +$13.3K 0.04% 173
2025
Q1 		$261K Hold
2,530
– – 0.04% 157
2024
Q4 		$234K Sell
2,530
-25
-1% -$2.51K 0.04% 168
2024
Q3 		$266K Hold
2,555
– – 0.04% 159
2024
Q2 		$246K Sell
2,555
-37
-1% -$3.57K 0.04% 161
2024
Q1 		$257K Hold
2,592
– – 0.04% 159
2023
Q4 		$232K Sell
2,592
-17
-0.7% -$1.41K 0.04% 162
2023
Q3 		$210K Sell
2,609
-62
-2% -$5.3K 0.04% 161
2023
Q2 		$238K Sell
2,671
-255
-9% -$21.5K 0.05% 157
2023
Q1 		$247K Buy
2,926
+7
+0.2% +$579 0.05% 155
2022
Q4 		$229K Sell
2,919
-38
-1% -$2.81K 0.05% 154
2022
Q3 		$189K Sell
2,957
-90
-3% -$6.58K 0.05% 159
2022
Q2 		$215K Sell
3,047
-35
-1% -$2.58K 0.05% 149
2022
Q1 		$237K Sell
3,082
-16
-0.5% -$1.28K 0.05% 156
2021
Q4 		$270K Hold
3,098
– – 0.06% 146
2021
Q3 		$255K Sell
3,098
-470
-13% -$41.3K 0.06% 149
2021
Q2 		$292K Sell
3,568
-62
-2% -$4.77K 0.06% 148
2021
Q1 		$248K Sell
3,630
-84
-2% -$5.49K 0.06% 146
2020
Q4 		$251K Sell
3,714
-552
-13% -$35.8K 0.07% 142
2020
Q3 		$266K Sell
4,266
-1,030
-19% -$63K 0.08% 130
2020
Q2 		$301K Buy
+5,296
New +$274K 0.1% 121

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

Laurel Wealth Advisors (North Carolina)'s OTIS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,630 shares — an estimated $230K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $301K in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2,630 Otis Worldwide shares in Q1 2026, an estimated $230K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Otis Worldwide position peaked at $301K in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.