MWM
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Modera Wealth Management’s Otis Worldwide OTIS Stock Holding History

Modera Wealth Management’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 		$5.11M Buy
66,286
+630
+1% +$55.1K 0.06% 177
2025
Q4 		$5.74M Sell
65,656
-4,054
-6% -$363K 0.07% 173
2025
Q3 		$6.37M Sell
69,710
-777
-1% -$70.5K 0.07% 166
2025
Q2 		$6.98M Buy
70,487
+4,824
+7% +$466K 0.09% 154
2025
Q1 		$6.78M Buy
65,663
+5,109
+8% +$499K 0.09% 148
2024
Q4 		$5.61M Buy
60,554
+14,064
+30% +$1.41M 0.07% 169
2024
Q3 		$4.83M Buy
46,490
+36,935
+387% +$3.52M 0.06% 170
2024
Q2 		$920K Buy
9,555
+334
+4% +$32.2K 0.01% 302
2024
Q1 		$915K Sell
9,221
-129
-1% -$11.9K 0.01% 307
2023
Q4 		$837K Buy
9,350
+18
+0.2% +$1.5K 0.01% 307
2023
Q3 		$749K Buy
9,332
+1,564
+20% +$134K 0.01% 310
2023
Q2 		$691K Buy
+7,768
New +$654K 0.01% 337
2022
Q1 		– Sell
-3,021
Closed -$263K – 524
2021
Q4 		$263K Buy
+3,021
New +$253K 0.01% 464

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

Modera Wealth Management's OTIS Position: Q1 2026 in Review

Modera Wealth Management increased its Otis Worldwide (OTIS) stake by 0.96% in Q1 2026, buying an estimated $55.1K and bringing the position to 66,286 shares worth $5.11M. The position accounts for 0.06% of the portfolio, ranked #177.

Modera Wealth Management first reported a position in OTIS in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.98M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Modera Wealth Management held 66,286 shares of Otis Worldwide worth $5.11M as of Q1 2026.
  • Modera Wealth Management bought 630 Otis Worldwide shares in Q1 2026, an estimated $55.1K.
  • Otis Worldwide made up 0.06% of Modera Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Modera Wealth Management first reported a position in Otis Worldwide in Q4 2021 and has held it in 13 quarters since.
  • Modera Wealth Management's Otis Worldwide position peaked at $6.98M in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.