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OneDigital Investment Advisors’s Otis Worldwide OTIS Stock Holding History

OneDigital 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 		$643K Sell
8,337
-3,091
-27% -$270K 0.01% 851
2025
Q4 		$998K Sell
11,428
-1,612
-12% -$144K 0.01% 677
2025
Q3 		$1.19M Buy
13,040
+1,443
+12% +$131K 0.01% 595
2025
Q2 		$1.15M Sell
11,597
-698
-6% -$67.4K 0.01% 590
2025
Q1 		$1.27M Buy
12,295
+77
+0.6% +$7.52K 0.02% 529
2024
Q4 		$1.13M Buy
12,218
+3
+0% +$301 0.01% 591
2024
Q3 		$1.27M Sell
12,215
-1,114
-8% -$106K 0.01% 575
2024
Q2 		$1.28M Buy
13,329
+3,687
+38% +$355K 0.02% 536
2024
Q1 		$957K Buy
9,642
+574
+6% +$53.1K 0.02% 523
2023
Q4 		$811K Sell
9,068
-1,798
-17% -$150K 0.01% 542
2023
Q3 		$873K Sell
10,866
-186
-2% -$15.9K 0.02% 458
2023
Q2 		$984K Sell
11,052
-228
-2% -$19.2K 0.02% 414
2023
Q1 		$952K Buy
11,280
+233
+2% +$19.3K 0.02% 399
2022
Q4 		$865K Sell
11,047
-130
-1% -$9.6K 0.03% 384
2022
Q3 		$713K Sell
11,177
-27
-0.2% -$1.98K 0.03% 370
2022
Q2 		$792K Sell
11,204
-444
-4% -$32.7K 0.03% 306
2022
Q1 		$896K Buy
11,648
+2,002
+21% +$160K 0.03% 306
2021
Q4 		$840K Sell
9,646
-70
-0.7% -$5.86K 0.03% 317
2021
Q3 		$799K Buy
9,716
+426
+5% +$37.5K 0.03% 313
2021
Q2 		$760K Buy
9,290
+353
+4% +$27.2K 0.03% 309
2021
Q1 		$612K Buy
8,937
+942
+12% +$61.6K 0.03% 337
2020
Q4 		$540K Buy
7,995
+57
+0.7% +$3.7K 0.03% 335
2020
Q3 		$495K Sell
7,938
-413
-5% -$25.3K 0.03% 310
2020
Q2 		$475K Buy
+8,351
New +$433K 0.03% 322

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

OneDigital Investment Advisors's OTIS Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Otis Worldwide (OTIS) stake by 27% in Q1 2026, selling an estimated $270K and leaving 8,337 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #851.

OneDigital Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.28M in Q2 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • OneDigital Investment Advisors held 8,337 shares of Otis Worldwide worth $643K as of Q1 2026.
  • OneDigital Investment Advisors sold 3,091 Otis Worldwide shares in Q1 2026, an estimated $270K.
  • Otis Worldwide made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #851 holding.
  • OneDigital Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • OneDigital Investment Advisors's Otis Worldwide position peaked at $1.28M in Q2 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.