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Private Advisor Group’s Otis Worldwide OTIS Stock Holding History

Private Advisor Group’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 		$1.35M Sell
17,519
-558
-3% -$48.8K 0.01% 1236
2025
Q4 		$1.58M Sell
18,077
-448
-2% -$40.1K 0.01% 1143
2025
Q3 		$1.69M Sell
18,525
-1,970
-10% -$179K 0.01% 1094
2025
Q2 		$2.03M Buy
20,495
+546
+3% +$52.7K 0.01% 959
2025
Q1 		$2.06M Sell
19,949
-1,455
-7% -$142K 0.01% 881
2024
Q4 		$1.98M Buy
21,404
+591
+3% +$59.3K 0.01% 888
2024
Q3 		$2.16M Sell
20,813
-1,510
-7% -$144K 0.01% 844
2024
Q2 		$2.15M Sell
22,323
-609
-3% -$58.7K 0.01% 805
2024
Q1 		$2.28M Sell
22,932
-4,808
-17% -$444K 0.02% 749
2023
Q4 		$2.48M Sell
27,740
-17
-0.1% -$1.41K 0.02% 674
2023
Q3 		$2.23M Buy
27,757
+1,212
+5% +$104K 0.02% 671
2023
Q2 		$2.37M Buy
26,545
+855
+3% +$72K 0.02% 654
2023
Q1 		$2.17M Buy
25,690
+477
+2% +$39.5K 0.02% 643
2022
Q4 		$269K Sell
25,213
-1,553
-6% -$115K 0.01% 794
2022
Q3 		$1.71M Sell
26,766
-7,491
-22% -$548K 0.02% 691
2022
Q2 		$2.42M Buy
34,257
+1,388
+4% +$102K 0.02% 655
2022
Q1 		$2.53M Buy
32,869
+713
+2% +$57K 0.02% 700
2021
Q4 		$2.8M Sell
32,156
-14,975
-32% -$1.25M 0.02% 677
2021
Q3 		$3.88M Buy
47,131
+13,731
+41% +$1.21M 0.02% 615
2021
Q2 		$2.73M Buy
33,400
+468
+1% +$36K 0.02% 639
2021
Q1 		$2.25M Buy
32,932
+6,025
+22% +$394K 0.02% 665
2020
Q4 		$1.82M Sell
26,907
-4,878
-15% -$316K 0.02% 688
2020
Q3 		$1.95M Sell
31,785
-4,375
-12% -$268K 0.03% 568
2020
Q2 		$2.06M Buy
+36,160
New +$1.87M 0.03% 529

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

Private Advisor Group's OTIS Position: Q1 2026 in Review

Private Advisor Group reduced its Otis Worldwide (OTIS) stake by 3.1% in Q1 2026, selling an estimated $48.8K and leaving 17,519 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1236.

Private Advisor Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.88M in Q3 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Private Advisor Group held 17,519 shares of Otis Worldwide worth $1.35M as of Q1 2026.
  • Private Advisor Group sold 558 Otis Worldwide shares in Q1 2026, an estimated $48.8K.
  • Otis Worldwide made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1236 holding.
  • Private Advisor Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Private Advisor Group's Otis Worldwide position peaked at $3.88M in Q3 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.