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Sage Mountain Advisors’s Otis Worldwide OTIS Stock Holding History

Sage Mountain 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 		– Sell
-3,110
Closed -$272K – 485
2025
Q4 		$272K Sell
3,110
-755
-20% -$67.5K 0.01% 408
2025
Q3 		$353K Buy
3,865
+881
+30% +$80K 0.02% 341
2025
Q2 		$295K Buy
+2,984
New +$288K 0.02% 325

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

Sage Mountain Advisors's OTIS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 3,110 shares — an estimated $272K sold.

Sage Mountain Advisors first reported a position in OTIS in Q2 2025 and held it in 3 quarters. The position peaked at $353K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,110 Otis Worldwide shares in Q1 2026, an estimated $272K.
  • Sage Mountain Advisors first reported a position in Otis Worldwide in Q2 2025 and held it in 3 quarters.
  • Sage Mountain Advisors's Otis Worldwide position peaked at $353K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.