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Sanctuary Advisors’s Otis Worldwide OTIS Stock Holding History

Sanctuary 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 		$2.64M Buy
34,218
+11,646
+52% +$1.02M 0.01% 810
2025
Q4 		$1.97M Sell
22,572
-1,524
-6% -$136K 0.01% 942
2025
Q3 		$2.2M Buy
24,096
+6,787
+39% +$616K 0.01% 842
2025
Q2 		$1.71M Sell
17,309
-2,382
-12% -$230K 0.01% 926
2025
Q1 		$2.03M Sell
19,691
-2,464
-11% -$241K 0.01% 771
2024
Q4 		$2.11M Sell
22,155
-1,068
-5% -$107K 0.01% 839
2024
Q3 		$2.35M Buy
23,223
+737
+3% +$70.2K 0.01% 783
2024
Q2 		$2.07M Buy
+22,486
New +$2.17M 0.02% 788

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

Sanctuary Advisors's OTIS Position: Q1 2026 in Review

Sanctuary Advisors increased its Otis Worldwide (OTIS) stake by 52% in Q1 2026, buying an estimated $1.02M and bringing the position to 34,218 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #810.

Sanctuary Advisors first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sanctuary Advisors held 34,218 shares of Otis Worldwide worth $2.64M as of Q1 2026.
  • Sanctuary Advisors bought 11,646 Otis Worldwide shares in Q1 2026, an estimated $1.02M.
  • Otis Worldwide made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #810 holding.
  • Sanctuary Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.