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Opal Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Opal Wealth 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 		$113K Buy
+1,468
New +$128K 0.03% 270
2025
Q3 		– Sell
-734
Closed -$72.7K – 440
2025
Q2 		$72.7K Hold
734
– – 0.02% 314
2025
Q1 		$75.7K Buy
+734
New +$71.7K 0.02% 303
2024
Q3 		– Sell
-740
Closed -$71.2K – 880
2024
Q2 		$71.2K Buy
+740
New +$71.3K 0.02% 313

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

Opal Wealth Advisors's OTIS Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Otis Worldwide (OTIS) in Q1 2026: 1,468 shares worth $113K. The stake represents 0.03% of the portfolio and ranks #270 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in OTIS as recently as Q2 2025.

Opal Wealth Advisors first reported a position in OTIS in Q2 2024 and has held it in 4 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Opal Wealth Advisors held 1,468 shares of Otis Worldwide worth $113K as of Q1 2026.
  • Otis Worldwide was a new Opal Wealth Advisors position in Q1 2026.
  • Otis Worldwide made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #270 holding.
  • Opal Wealth Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 4 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.