Riverview Capital Advisers’s Otis Worldwide OTIS Stock Holding History

Riverview Capital Advisers’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	$1.98M	Buy	+25,679	New	+$2.25M	0.66%	34

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

Riverview Capital Advisers's OTIS Position: Q1 2026 in Review

Riverview Capital Advisers opened a new position in Otis Worldwide (OTIS) in Q1 2026: 25,679 shares worth $1.98M. The stake represents 0.66% of the portfolio and ranks #34 among its holdings.

1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Riverview Capital Advisers held 25,679 shares of Otis Worldwide worth $1.98M as of Q1 2026.
Otis Worldwide was a new Riverview Capital Advisers position in Q1 2026.
Otis Worldwide made up 0.66% of Riverview Capital Advisers's portfolio in Q1 2026, its #34 holding.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.