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Medallion Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Medallion Wealth 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 		$531K Sell
6,886
-17
-0.2% -$1.49K 0.17% 120
2025
Q4 		$603K Buy
6,903
+1
+0% +$89 0.2% 108
2025
Q3 		$631K Buy
6,902
+1
+0% +$91 0.22% 106
2025
Q2 		$692K Sell
6,901
-44
-0.6% -$4.25K 0.27% 92
2025
Q1 		$722K Buy
6,945
+313
+5% +$30.6K 0.33% 76
2024
Q4 		$624K Buy
+6,632
New +$665K 0.31% 80

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

Medallion Wealth Advisors's OTIS Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 0.25% in Q1 2026, selling an estimated $1.49K and leaving 6,886 shares worth $531K. The position accounts for 0.17% of the portfolio, ranked #120.

Medallion Wealth Advisors first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $722K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Medallion Wealth Advisors held 6,886 shares of Otis Worldwide worth $531K as of Q1 2026.
  • Medallion Wealth Advisors sold 17 Otis Worldwide shares in Q1 2026, an estimated $1.49K.
  • Otis Worldwide made up 0.17% of Medallion Wealth Advisors's portfolio in Q1 2026, its #120 holding.
  • Medallion Wealth Advisors first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Otis Worldwide position peaked at $722K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.