SCA
OTIS icon

Snowden Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Snowden Capital 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 		$755K Sell
9,800
-937
-9% -$82K 0.02% 618
2025
Q4 		$938K Sell
10,737
-251
-2% -$22.5K 0.02% 554
2025
Q3 		$1M Buy
10,988
+13
+0.1% +$1.18K 0.03% 524
2025
Q2 		$1.09M Buy
10,975
+31
+0.3% +$2.99K 0.03% 491
2025
Q1 		$1.13M Sell
10,944
-388
-3% -$37.9K 0.04% 467
2024
Q4 		$1.05M Buy
11,332
+584
+5% +$58.6K 0.03% 496
2024
Q3 		$1.12M Buy
10,748
+1,381
+15% +$132K 0.03% 487
2024
Q2 		$902K Buy
9,367
+212
+2% +$20.4K 0.03% 533
2024
Q1 		$909K Buy
9,155
+936
+11% +$86.5K 0.03% 528
2023
Q4 		$735K Buy
8,219
+278
+4% +$23.1K 0.03% 527
2023
Q3 		$638K Sell
7,941
-975
-11% -$83.4K 0.03% 540
2023
Q2 		$794K Sell
8,916
-90
-1% -$7.58K 0.03% 526
2023
Q1 		$760K Buy
9,006
+694
+8% +$57.4K 0.03% 545
2022
Q4 		$651K Sell
8,312
-188
-2% -$13.9K 0.03% 602
2022
Q3 		$542K Sell
8,500
-165
-2% -$12.1K 0.02% 622
2022
Q2 		$612K Buy
8,665
+8
+0.1% +$589 0.03% 548
2022
Q1 		$666K Buy
8,657
+6,729
+349% +$538K 0.03% 540
2021
Q4 		$167K Sell
1,928
-5,610
-74% -$470K 0.01% 708
2021
Q3 		$620K Buy
7,538
+207
+3% +$18.2K 0.03% 476
2021
Q2 		$599K Buy
7,331
+629
+9% +$48.4K 0.03% 491
2021
Q1 		$459K Buy
6,702
+3,397
+103% +$222K 0.03% 518
2020
Q4 		$223K Buy
+3,305
New +$214K 0.01% 607
2020
Q3 		– Sell
-4,650
Closed -$264K – 594
2020
Q2 		$264K Buy
+4,650
New +$241K 0.02% 485

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

Snowden Capital Advisors's OTIS Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Otis Worldwide (OTIS) stake by 8.7% in Q1 2026, selling an estimated $82K and leaving 9,800 shares worth $755K. The position accounts for 0.02% of the portfolio, ranked #618.

Snowden Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Snowden Capital Advisors held 9,800 shares of Otis Worldwide worth $755K as of Q1 2026.
  • Snowden Capital Advisors sold 937 Otis Worldwide shares in Q1 2026, an estimated $82K.
  • Otis Worldwide made up 0.02% of Snowden Capital Advisors's portfolio in Q1 2026, its #618 holding.
  • Snowden Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Snowden Capital Advisors's Otis Worldwide position peaked at $1.13M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.