Raymond James Financial
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Raymond James Financial’s Otis Worldwide OTIS Stock Holding History

Raymond James 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 		$37.4M Buy
485,321
+219,494
+83% +$19.2M 0.01% 1037
2025
Q4 		$23.2M Sell
265,827
-2,622
-1% -$235K 0.01% 1337
2025
Q3 		$24.5M Buy
268,449
+14,242
+6% +$1.29M 0.01% 1274
2025
Q2 		$25.2M Buy
254,207
+6,043
+2% +$583K 0.01% 1192
2025
Q1 		$25.6M Sell
248,164
-15,849
-6% -$1.55M 0.01% 1122
2024
Q4 		$24.5M Buy
+264,013
New +$26.5M 0.01% 1170

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Raymond James Financial's OTIS Position: Q1 2026 in Review

Raymond James Financial increased its Otis Worldwide (OTIS) stake by 83% in Q1 2026, buying an estimated $19.2M and bringing the position to 485,321 shares worth $37.4M. The position accounts for 0.01% of the portfolio, ranked #1037.

Raymond James Financial first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Raymond James Financial held 485,321 shares of Otis Worldwide worth $37.4M as of Q1 2026.
  • Raymond James Financial bought 219,494 Otis Worldwide shares in Q1 2026, an estimated $19.2M.
  • Otis Worldwide made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1037 holding.
  • Raymond James Financial first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.