Richard Bernstein Advisors’s Otis Worldwide OTIS Stock Holding History

Richard Bernstein 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	$959K	Hold	12,442	–	–	0.03%	179
2025 Q4	$1.09M	Sell	12,442 -1,257	-9%	-$112K	0.03%	130
2025 Q3	$1.25M	Sell	13,699 -21,656	-61%	-$1.97M	0.04%	153
2025 Q2	$3.5M	Hold	35,355	–	–	0.09%	115
2025 Q1	$3.65M	Sell	35,355 -1,606	-4%	-$157K	0.09%	109
2024 Q4	$3.42M	Hold	36,961	–	–	0.08%	143
2024 Q3	$3.84M	Hold	36,961	–	–	0.08%	120
2024 Q2	$3.56M	Hold	36,961	–	–	0.08%	112
2024 Q1	$3.67M	Hold	36,961	–	–	0.08%	106
2023 Q4	$3.31M	Buy	36,961 +27	+0.1%	+$2.25K	0.07%	111
2023 Q3	$2.97M	Buy	+36,934	New	+$3.16M	0.07%	105

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

Richard Bernstein Advisors's OTIS Position: Q1 2026 in Review

Richard Bernstein Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 12,442 shares worth $959K. The position accounts for 0.03% of the portfolio, ranked #179.

Richard Bernstein Advisors first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.84M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Richard Bernstein Advisors held 12,442 shares of Otis Worldwide worth $959K as of Q1 2026.
Richard Bernstein Advisors left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #179 holding.
Richard Bernstein Advisors first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
Richard Bernstein Advisors's Otis Worldwide position peaked at $3.84M in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.