NGA
OTIS icon

Naples Global Advisors’s Otis Worldwide OTIS Stock Holding History

Naples Global 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 		– Sell
-2,601
Closed -$227K – 451
2025
Q4 		$227K Hold
2,601
– – 0.02% 418
2025
Q3 		$238K Buy
2,601
+425
+20% +$38.6K 0.02% 409
2025
Q2 		$215K Sell
2,176
-107
-5% -$10.3K 0.02% 405
2025
Q1 		$236K Hold
2,283
– – 0.02% 376
2024
Q4 		$211K Hold
2,283
– – 0.02% 387
2024
Q3 		$237K Buy
2,283
+18
+0.8% +$1.72K 0.02% 374
2024
Q2 		$218K Hold
2,265
– – 0.02% 375
2024
Q1 		$225K Hold
2,265
– – 0.02% 377
2023
Q4 		$203K Buy
+2,265
New +$188K 0.02% 397
2023
Q3 		– Sell
-2,390
Closed -$213K – 407
2023
Q2 		$213K Buy
+2,390
New +$201K 0.03% 380

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Naples Global Advisors's OTIS Position: Q1 2026 in Review

Naples Global Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,601 shares — an estimated $227K sold.

Naples Global Advisors first reported a position in OTIS in Q2 2023 and held it in 10 quarters. The position peaked at $238K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Naples Global Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Naples Global Advisors sold 2,601 Otis Worldwide shares in Q1 2026, an estimated $227K.
  • Naples Global Advisors first reported a position in Otis Worldwide in Q2 2023 and held it in 10 quarters.
  • Naples Global Advisors's Otis Worldwide position peaked at $238K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.