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OpenArc Corporate Advisory’s Otis Worldwide OTIS Stock Holding History

OpenArc Corporate Advisory’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 		$320K Sell
4,147
-302
-7% -$26.4K ﹤0.01% 553
2025
Q4 		$389K Buy
+4,449
New +$398K 0.01% 454

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

OpenArc Corporate Advisory's OTIS Position: Q1 2026 in Review

OpenArc Corporate Advisory reduced its Otis Worldwide (OTIS) stake by 6.8% in Q1 2026, selling an estimated $26.4K and leaving 4,147 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

OpenArc Corporate Advisory first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $389K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • OpenArc Corporate Advisory held 4,147 shares of Otis Worldwide worth $320K as of Q1 2026.
  • OpenArc Corporate Advisory sold 302 Otis Worldwide shares in Q1 2026, an estimated $26.4K.
  • Otis Worldwide made up ﹤0.01% of OpenArc Corporate Advisory's portfolio in Q1 2026, its #553 holding.
  • OpenArc Corporate Advisory first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • OpenArc Corporate Advisory's Otis Worldwide position peaked at $389K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q1 2026, filed 11 May 2026.