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Phoenix Financial’s Otis Worldwide OTIS Stock Holding History

Phoenix Financial’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 		$308K Buy
3,977
+736
+23% +$64.4K ﹤0.01% 380
2025
Q4 		$283K Buy
3,241
+623
+24% +$55.7K ﹤0.01% 391
2025
Q3 		$239K Buy
+2,618
New +$238K ﹤0.01% 417

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

Phoenix Financial's OTIS Position: Q1 2026 in Review

Phoenix Financial increased its Otis Worldwide (OTIS) stake by 23% in Q1 2026, buying an estimated $64.4K and bringing the position to 3,977 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Phoenix Financial first reported a position in OTIS in Q3 2025 and has held it in 3 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Phoenix Financial held 3,977 shares of Otis Worldwide worth $308K as of Q1 2026.
  • Phoenix Financial bought 736 Otis Worldwide shares in Q1 2026, an estimated $64.4K.
  • Otis Worldwide made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #380 holding.
  • Phoenix Financial first reported a position in Otis Worldwide in Q3 2025 and has held it in 3 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.