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Parallel Advisors’s Otis Worldwide OTIS Stock Holding History

Parallel 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 		$483K Sell
6,265
-669
-10% -$58.5K 0.01% 737
2025
Q4 		$606K Sell
6,934
-547
-7% -$48.9K 0.01% 613
2025
Q3 		$684K Sell
7,481
-601
-7% -$54.6K 0.01% 557
2025
Q2 		$800K Sell
8,082
-1,184
-13% -$114K 0.02% 485
2025
Q1 		$956K Sell
9,266
-456
-5% -$44.5K 0.02% 406
2024
Q4 		$900K Buy
9,722
+439
+5% +$44K 0.02% 426
2024
Q3 		$965K Sell
9,283
-158
-2% -$15.1K 0.02% 393
2024
Q2 		$909K Buy
9,441
+242
+3% +$23.3K 0.02% 384
2024
Q1 		$913K Buy
9,199
+211
+2% +$19.5K 0.02% 387
2023
Q4 		$804K Sell
8,988
-136
-1% -$11.3K 0.02% 382
2023
Q3 		$733K Buy
9,124
+13
+0.1% +$1.11K 0.02% 372
2023
Q2 		$811K Buy
9,111
+256
+3% +$21.6K 0.03% 358
2023
Q1 		$747K Buy
8,855
+723
+9% +$59.8K 0.03% 366
2022
Q4 		$637K Sell
8,132
-216
-3% -$15.9K 0.03% 346
2022
Q3 		$533K Buy
8,348
+423
+5% +$30.9K 0.02% 376
2022
Q2 		$560K Buy
7,925
+782
+11% +$57.6K 0.03% 365
2022
Q1 		$555K Sell
7,143
-330
-4% -$26.4K 0.02% 402
2021
Q4 		$651K Buy
7,473
+113
+2% +$9.46K 0.02% 369
2021
Q3 		$606K Buy
7,360
+245
+3% +$21.5K 0.02% 356
2021
Q2 		$582K Buy
7,115
+267
+4% +$20.5K 0.02% 353
2021
Q1 		$469K Buy
6,848
+228
+3% +$14.9K 0.02% 363
2020
Q4 		$447K Sell
6,620
-829
-11% -$53.8K 0.02% 349
2020
Q3 		$465K Buy
7,449
+167
+2% +$10.2K 0.03% 323
2020
Q2 		$414K Buy
+7,282
New +$377K 0.03% 339

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

Parallel Advisors's OTIS Position: Q1 2026 in Review

Parallel Advisors reduced its Otis Worldwide (OTIS) stake by 9.6% in Q1 2026, selling an estimated $58.5K and leaving 6,265 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #737.

Parallel Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $965K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Parallel Advisors held 6,265 shares of Otis Worldwide worth $483K as of Q1 2026.
  • Parallel Advisors sold 669 Otis Worldwide shares in Q1 2026, an estimated $58.5K.
  • Otis Worldwide made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #737 holding.
  • Parallel Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Parallel Advisors's Otis Worldwide position peaked at $965K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.