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Lifeworks Advisors’s Otis Worldwide OTIS Stock Holding History

Lifeworks 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 		$3.96M Buy
51,397
+1,543
+3% +$135K 0.51% 67
2025
Q4 		$4.35M Buy
49,854
+2,821
+6% +$252K 0.56% 62
2025
Q3 		$4.3M Sell
47,033
-1,416
-3% -$129K 0.57% 60
2025
Q2 		$4.8M Sell
48,449
-7,666
-14% -$740K 0.72% 41
2025
Q1 		$5.79M Buy
56,115
+3,105
+6% +$303K 0.96% 28
2024
Q4 		$4.91M Buy
53,010
+9,005
+20% +$903K 0.89% 31
2024
Q3 		$4.57M Buy
44,005
+6,152
+16% +$586K 0.9% 32
2024
Q2 		$3.64M Sell
37,853
-20,041
-35% -$1.93M 1.01% 27
2024
Q1 		$5.75M Buy
57,894
+5,942
+11% +$549K 1.61% 13
2023
Q4 		$4.65M Buy
51,952
+3,640
+8% +$303K 1.6% 14
2023
Q3 		$3.88M Sell
48,312
-1,682
-3% -$144K 1.51% 16
2023
Q2 		$4.45M Buy
49,994
+2,339
+5% +$197K 1.9% 13
2023
Q1 		$4.02M Sell
47,655
-2,189
-4% -$181K 1.9% 8
2022
Q4 		$3.9M Buy
49,844
+1,977
+4% +$146K 2.2% 9
2022
Q3 		$3.38M Buy
47,867
+44,610
+1,370% +$3.26M 1.92% 15
2022
Q2 		$230K Buy
+3,257
New +$240K 0.15% 123

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

Lifeworks Advisors's OTIS Position: Q1 2026 in Review

Lifeworks Advisors increased its Otis Worldwide (OTIS) stake by 3.1% in Q1 2026, buying an estimated $135K and bringing the position to 51,397 shares worth $3.96M. The position accounts for 0.51% of the portfolio, ranked #67.

Lifeworks Advisors first reported a position in OTIS in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.79M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Lifeworks Advisors held 51,397 shares of Otis Worldwide worth $3.96M as of Q1 2026.
  • Lifeworks Advisors bought 1,543 Otis Worldwide shares in Q1 2026, an estimated $135K.
  • Otis Worldwide made up 0.51% of Lifeworks Advisors's portfolio in Q1 2026, its #67 holding.
  • Lifeworks Advisors first reported a position in Otis Worldwide in Q2 2022 and has held it in 16 quarters since.
  • Lifeworks Advisors's Otis Worldwide position peaked at $5.79M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.