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Pacific Capital Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-389
Closed -$36K – 285
2024
Q4 		$36K Hold
389
– – 0.01% 175
2024
Q3 		$40.4K Hold
389
– – 0.01% 178
2024
Q2 		$37.4K Hold
389
– – 0.01% 180
2024
Q1 		$38.6K Hold
389
– – 0.01% 152
2023
Q4 		$34.8K Buy
+389
New +$32.3K 0.01% 157
2020
Q4 		– Sell
-389
Closed -$24K – 153
2020
Q3 		$24K Buy
+389
New +$23.8K 0.01% 139

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's OTIS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 389 shares — an estimated $36K sold.

Pacific Capital Wealth Advisors first reported a position in OTIS in Q3 2020 and held it in 6 quarters. The position peaked at $40.4K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 389 Otis Worldwide shares in Q1 2025, an estimated $36K.
  • Pacific Capital Wealth Advisors first reported a position in Otis Worldwide in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Otis Worldwide position peaked at $40.4K in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.