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OTIS icon

NewEdge Advisors’s Otis Worldwide OTIS Stock Holding History

NewEdge 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 		$898K Sell
11,648
-144
-1% -$12.6K ﹤0.01% 1563
2025
Q4 		$1.03M Buy
11,792
+678
+6% +$60.7K ﹤0.01% 1469
2025
Q3 		$1.02M Buy
11,114
+892
+9% +$81K ﹤0.01% 1393
2025
Q2 		$1.01M Buy
10,222
+1,196
+13% +$115K 0.01% 1287
2025
Q1 		$931K Sell
9,026
-627
-6% -$61.3K 0.01% 1224
2024
Q4 		$894K Buy
9,653
+514
+6% +$51.5K 0.01% 1217
2024
Q3 		$950K Buy
9,139
+43
+0.5% +$4.1K 0.01% 1135
2024
Q2 		$876K Sell
9,096
-50
-0.5% -$4.82K 0.01% 1134
2024
Q1 		$908K Buy
9,146
+2,514
+38% +$232K 0.01% 1046
2023
Q4 		$588K Buy
6,632
+859
+15% +$71.4K 0.01% 1200
2023
Q3 		$464K Buy
5,773
+191
+3% +$16.3K 0.01% 1213
2023
Q2 		$497K Buy
5,582
+316
+6% +$26.6K 0.01% 1191
2023
Q1 		$444K Buy
5,266
+536
+11% +$44.4K 0.01% 1157
2022
Q4 		$256K Buy
+4,730
New +$349K 0.01% 1080
2022
Q3 		– Sell
-10,051
Closed -$711K – 1624
2022
Q2 		$711K Buy
+10,051
New +$740K 0.01% 827
2022
Q1 		– Sell
-5,607
Closed -$488K – 1484
2021
Q4 		$488K Buy
+5,607
New +$469K 0.01% 1089
2021
Q2 		– Sell
-12,817
Closed -$877K – 1179
2021
Q1 		$877K Buy
12,817
+9,353
+270% +$611K 0.03% 492
2020
Q4 		$234K Sell
3,464
-1,447
-29% -$93.9K 0.01% 844
2020
Q3 		$307K Sell
4,911
-1,723
-26% -$105K 0.01% 708
2020
Q2 		$377K Buy
+6,634
New +$344K 0.01% 615

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

NewEdge Advisors's OTIS Position: Q1 2026 in Review

NewEdge Advisors reduced its Otis Worldwide (OTIS) stake by 1.2% in Q1 2026, selling an estimated $12.6K and leaving 11,648 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

NewEdge Advisors first reported a position in OTIS in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.03M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • NewEdge Advisors held 11,648 shares of Otis Worldwide worth $898K as of Q1 2026.
  • NewEdge Advisors sold 144 Otis Worldwide shares in Q1 2026, an estimated $12.6K.
  • Otis Worldwide made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1563 holding.
  • NewEdge Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 20 quarters since.
  • NewEdge Advisors's Otis Worldwide position peaked at $1.03M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.