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Resonant Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Resonant Capital Advisors’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 		$251K Sell
3,262
-10
-0.3% -$875 0.01% 433
2025
Q4 		$286K Sell
3,272
-512
-14% -$45.8K 0.02% 349
2025
Q3 		$346K Sell
3,784
-235
-6% -$21.3K 0.02% 302
2025
Q2 		$398K Buy
4,019
+318
+9% +$30.7K 0.03% 271
2025
Q1 		$382K Buy
3,701
+246
+7% +$24K 0.03% 249
2024
Q4 		$320K Buy
3,455
+105
+3% +$10.5K 0.02% 259
2024
Q3 		$348K Sell
3,350
-76
-2% -$7.24K 0.03% 255
2024
Q2 		$330K Buy
3,426
+150
+5% +$14.5K 0.03% 252
2024
Q1 		$325K Buy
3,276
+63
+2% +$5.82K 0.03% 255
2023
Q4 		$287K Buy
3,213
+7
+0.2% +$582 0.03% 240
2023
Q3 		$257K Sell
3,206
-661
-17% -$56.5K 0.03% 234
2023
Q2 		$344K Buy
3,867
+12
+0.3% +$1.01K 0.04% 194
2023
Q1 		$325K Sell
3,855
-34
-0.9% -$2.81K 0.04% 195
2022
Q4 		$305K Buy
3,889
+703
+22% +$51.9K 0.04% 211
2022
Q3 		$203K Buy
3,186
+15
+0.5% +$1.1K 0.03% 217
2022
Q2 		$224K Buy
3,171
+122
+4% +$8.98K 0.04% 216
2022
Q1 		$233K Buy
3,049
+34
+1% +$2.72K 0.03% 203
2021
Q4 		$263K Buy
3,015
+59
+2% +$4.94K 0.04% 185
2021
Q3 		$243K Buy
2,956
+53
+2% +$4.66K 0.04% 174
2021
Q2 		$237K Buy
+2,903
New +$223K 0.05% 162
2020
Q3 		– Sell
-3,521
Closed -$200K – 174
2020
Q2 		$200K Buy
+3,521
New +$182K 0.06% 173

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

Resonant Capital Advisors's OTIS Position: Q1 2026 in Review

Resonant Capital Advisors reduced its Otis Worldwide (OTIS) stake by 0.31% in Q1 2026, selling an estimated $875 and leaving 3,262 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #433.

Resonant Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $398K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Resonant Capital Advisors held 3,262 shares of Otis Worldwide worth $251K as of Q1 2026.
  • Resonant Capital Advisors sold 10 Otis Worldwide shares in Q1 2026, an estimated $875.
  • Otis Worldwide made up 0.01% of Resonant Capital Advisors's portfolio in Q1 2026, its #433 holding.
  • Resonant Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Resonant Capital Advisors's Otis Worldwide position peaked at $398K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.