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Meeder Advisory Services’s Otis Worldwide OTIS Stock Holding History

Meeder Advisory Services’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 		$486K Buy
6,310
+56
+0.9% +$4.9K 0.02% 398
2025
Q4 		$546K Sell
6,254
-2,670
-30% -$239K 0.02% 380
2025
Q3 		$816K Sell
8,924
-998
-10% -$90.6K 0.04% 300
2025
Q2 		$982K Sell
9,922
-591
-6% -$57.1K 0.05% 259
2025
Q1 		$1.08M Buy
10,513
+1,675
+19% +$164K 0.07% 225
2024
Q4 		$818K Buy
8,838
+569
+7% +$57.1K 0.05% 258
2024
Q3 		$859K Buy
8,269
+386
+5% +$36.8K 0.06% 262
2024
Q2 		$759K Buy
7,883
+2,425
+44% +$234K 0.05% 261
2024
Q1 		$542K Buy
5,458
+417
+8% +$38.5K 0.06% 267
2023
Q4 		$451K Buy
5,041
+494
+11% +$41.1K 0.05% 285
2023
Q3 		$365K Sell
4,547
-1,035
-19% -$88.5K 0.05% 299
2023
Q2 		$497K Buy
5,582
+378
+7% +$31.8K 0.05% 283
2023
Q1 		$439K Buy
5,204
+708
+16% +$58.6K 0.05% 300
2022
Q4 		$352K Buy
+4,496
New +$332K 0.04% 319

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

Meeder Advisory Services's OTIS Position: Q1 2026 in Review

Meeder Advisory Services increased its Otis Worldwide (OTIS) stake by 0.9% in Q1 2026, buying an estimated $4.9K and bringing the position to 6,310 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #398.

Meeder Advisory Services first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Meeder Advisory Services held 6,310 shares of Otis Worldwide worth $486K as of Q1 2026.
  • Meeder Advisory Services bought 56 Otis Worldwide shares in Q1 2026, an estimated $4.9K.
  • Otis Worldwide made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #398 holding.
  • Meeder Advisory Services first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
  • Meeder Advisory Services's Otis Worldwide position peaked at $1.08M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.