MGIA
OTIS icon

Moneta Group Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Moneta Group Investment 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 		$319K Sell
4,137
-2,798
-40% -$245K ﹤0.01% 613
2025
Q4 		$606K Sell
6,935
-122
-2% -$10.9K ﹤0.01% 454
2025
Q3 		$645K Sell
7,057
-803
-10% -$72.9K 0.01% 435
2025
Q2 		$778K Buy
7,860
+2,448
+45% +$236K 0.01% 350
2025
Q1 		$558K Sell
5,412
-1,174
-18% -$115K 0.01% 393
2024
Q4 		$610K Buy
6,586
+913
+16% +$91.6K 0.01% 364
2024
Q3 		$590K Sell
5,673
-59
-1% -$5.62K 0.01% 375
2024
Q2 		$552K Sell
5,732
-32
-0.6% -$3.08K 0.01% 371
2024
Q1 		$572K Buy
+5,764
New +$533K 0.01% 352
2022
Q4 		– Sell
-3,401
Closed -$217K – 466
2022
Q3 		$217K Sell
3,401
-448
-12% -$32.8K 0.01% 402
2022
Q2 		$272K Buy
3,849
+28
+0.7% +$2.06K 0.01% 396
2022
Q1 		$294K Buy
3,821
+65
+2% +$5.2K 0.01% 360
2021
Q4 		$327K Sell
3,756
-60
-2% -$5.02K 0.01% 366
2021
Q3 		$314K Sell
3,816
-36
-0.9% -$3.17K 0.01% 356
2021
Q2 		$315K Sell
3,852
-180
-4% -$13.9K 0.01% 354
2021
Q1 		$276K Buy
+4,032
New +$264K 0.01% 352

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

Moneta Group Investment Advisors's OTIS Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Otis Worldwide (OTIS) stake by 40% in Q1 2026, selling an estimated $245K and leaving 4,137 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Moneta Group Investment Advisors first reported a position in OTIS in Q1 2021 and has held it in 16 quarters since. The position peaked at $778K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Moneta Group Investment Advisors held 4,137 shares of Otis Worldwide worth $319K as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,798 Otis Worldwide shares in Q1 2026, an estimated $245K.
  • Otis Worldwide made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #613 holding.
  • Moneta Group Investment Advisors first reported a position in Otis Worldwide in Q1 2021 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's Otis Worldwide position peaked at $778K in Q2 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.