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SageView Advisory Group’s Otis Worldwide OTIS Stock Holding History

SageView Advisory Group’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
-395
Closed -$34.5K – 1856
2025
Q4 		$34.5K Buy
+395
New +$35.3K ﹤0.01% 1229

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SageView Advisory Group's OTIS Position: Q1 2026 in Review

SageView Advisory Group sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 395 shares — an estimated $34.5K sold.

SageView Advisory Group first reported a position in OTIS in Q4 2025 and held it in 1 quarter. The position peaked at $34.5K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • SageView Advisory Group reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 395 Otis Worldwide shares in Q1 2026, an estimated $34.5K.
  • SageView Advisory Group first reported a position in Otis Worldwide in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Otis Worldwide position peaked at $34.5K in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.