Robinson Smith Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Robinson Smith Wealth 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	$286K	Hold	3,713	–	–	0.19%	69
2025 Q4	$324K	Sell	3,713 -63	-2%	-$5.64K	0.22%	66
2025 Q3	$345K	Hold	3,776	–	–	0.25%	61
2025 Q2	$374K	Sell	3,776 -29	-0.8%	-$2.8K	0.3%	55
2025 Q1	$393K	Buy	3,805 +29	+0.8%	+$2.83K	0.33%	58
2024 Q4	$350K	Hold	3,776	–	–	0.3%	58
2024 Q3	$392K	Hold	3,776	–	–	0.33%	56
2024 Q2	$363K	Hold	3,776	–	–	0.32%	58
2024 Q1	$375K	Hold	3,776	–	–	0.36%	56
2023 Q4	$338K	Buy	+3,776	New	+$314K	0.33%	60

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

Robinson Smith Wealth Advisors's OTIS Position: Q1 2026 in Review

Robinson Smith Wealth Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 3,713 shares worth $286K. The position accounts for 0.19% of the portfolio, ranked #69.

Robinson Smith Wealth Advisors first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $393K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Robinson Smith Wealth Advisors held 3,713 shares of Otis Worldwide worth $286K as of Q1 2026.
Robinson Smith Wealth Advisors left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.19% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #69 holding.
Robinson Smith Wealth Advisors first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's Otis Worldwide position peaked at $393K in Q1 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.