Rehmann Capital Advisory Group’s Otis Worldwide OTIS Stock Holding History

Rehmann Capital Advisory 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	$390K	Sell	5,063 -1,593	-24%	-$139K	0.02%	460
2025 Q4	$582K	Buy	6,656 +391	+6%	+$35K	0.03%	353
2025 Q3	$572K	Sell	6,265 -718	-10%	-$65.2K	0.03%	360
2025 Q2	$692K	Buy	6,983 +159	+2%	+$15.3K	0.04%	287
2025 Q1	$704K	Buy	6,824 +375	+6%	+$36.6K	0.04%	282
2024 Q4	$597K	Buy	6,449 +3,582	+125%	+$359K	0.04%	313
2024 Q3	$299K	Buy	2,867 +122	+4%	+$11.6K	0.02%	467
2024 Q2	$264K	Buy	2,745 +195	+8%	+$18.8K	0.02%	483
2024 Q1	$253K	Buy	+2,550	New	+$236K	0.02%	493

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

Rehmann Capital Advisory Group's OTIS Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Otis Worldwide (OTIS) stake by 24% in Q1 2026, selling an estimated $139K and leaving 5,063 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #460.

Rehmann Capital Advisory Group first reported a position in OTIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $704K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Rehmann Capital Advisory Group held 5,063 shares of Otis Worldwide worth $390K as of Q1 2026.
Rehmann Capital Advisory Group sold 1,593 Otis Worldwide shares in Q1 2026, an estimated $139K.
Otis Worldwide made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #460 holding.
Rehmann Capital Advisory Group first reported a position in Otis Worldwide in Q1 2024 and has held it in 9 quarters since.
Rehmann Capital Advisory Group's Otis Worldwide position peaked at $704K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.