PharVision Advisers’s Otis Worldwide OTIS Stock Holding History

PharVision Advisers’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	–	Sell	-2,385	Closed	-$208K	–	493
2025 Q4	$208K	Buy	+2,385	New	+$213K	0.11%	523

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PharVision Advisers's OTIS Position: Q1 2026 in Review

PharVision Advisers sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,385 shares — an estimated $208K sold.

PharVision Advisers first reported a position in OTIS in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

PharVision Advisers reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
PharVision Advisers sold 2,385 Otis Worldwide shares in Q1 2026, an estimated $208K.
PharVision Advisers first reported a position in Otis Worldwide in Q4 2025 and held it in 1 quarter.
PharVision Advisers's Otis Worldwide position peaked at $208K in Q4 2025.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.