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Soltis Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Soltis Investment 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 		$473K Sell
6,142
-252
-4% -$22K 0.03% 350
2025
Q4 		$559K Buy
6,394
+479
+8% +$42.9K 0.04% 307
2025
Q3 		$541K Sell
5,915
-234
-4% -$21.2K 0.04% 286
2025
Q2 		$609K Sell
6,149
-209
-3% -$20.2K 0.05% 231
2025
Q1 		$656K Buy
6,358
+285
+5% +$27.8K 0.06% 206
2024
Q4 		$562K Sell
6,073
-19
-0.3% -$1.91K 0.05% 230
2024
Q3 		$633K Buy
6,092
+4
+0.1% +$381 0.06% 205
2024
Q2 		$586K Buy
6,088
+152
+3% +$14.6K 0.06% 196
2024
Q1 		$589K Buy
5,936
+21
+0.4% +$1.94K 0.07% 188
2023
Q4 		$529K Buy
5,915
+54
+0.9% +$4.49K 0.06% 182
2023
Q3 		$471K Sell
5,861
-29
-0.5% -$2.48K 0.06% 177
2023
Q2 		$524K Buy
5,890
+23
+0.4% +$1.94K 0.06% 168
2023
Q1 		$495K Buy
5,867
+12
+0.2% +$993 0.06% 175
2022
Q4 		$459K Buy
5,855
+6
+0.1% +$443 0.06% 175
2022
Q3 		$373K Buy
5,849
+2,870
+96% +$210K 0.06% 174
2022
Q2 		$211K Sell
2,979
-70
-2% -$5.16K 0.03% 223
2022
Q1 		$235K Sell
3,049
-108
-3% -$8.63K 0.03% 227
2021
Q4 		$275K Buy
3,157
+51
+2% +$4.27K 0.04% 218
2021
Q3 		$256K Buy
3,106
+13
+0.4% +$1.14K 0.04% 211
2021
Q2 		$253K Buy
3,093
+36
+1% +$2.77K 0.04% 216
2021
Q1 		$209K Sell
3,057
-41
-1% -$2.68K 0.04% 202
2020
Q4 		$209K Buy
+3,098
New +$201K 0.04% 209

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

Soltis Investment Advisors's OTIS Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Otis Worldwide (OTIS) stake by 3.9% in Q1 2026, selling an estimated $22K and leaving 6,142 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #350.

Soltis Investment Advisors first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $656K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Soltis Investment Advisors held 6,142 shares of Otis Worldwide worth $473K as of Q1 2026.
  • Soltis Investment Advisors sold 252 Otis Worldwide shares in Q1 2026, an estimated $22K.
  • Otis Worldwide made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #350 holding.
  • Soltis Investment Advisors first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Soltis Investment Advisors's Otis Worldwide position peaked at $656K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.