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Sound View Wealth Advisors Group’s Otis Worldwide OTIS Stock Holding History

Sound View Wealth Advisors 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 		$241K Sell
3,129
-1,015
-24% -$88.8K 0.02% 378
2025
Q4 		$362K Buy
4,144
+210
+5% +$18.8K 0.02% 319
2025
Q3 		$360K Sell
3,934
-391
-9% -$35.5K 0.02% 324
2025
Q2 		$428K Buy
4,325
+197
+5% +$19K 0.03% 293
2025
Q1 		$426K Buy
4,128
+5
+0.1% +$488 0.04% 277
2024
Q4 		$382K Buy
4,123
+185
+5% +$18.6K 0.03% 300
2024
Q3 		$409K Buy
3,938
+86
+2% +$8.19K 0.03% 289
2024
Q2 		$371K Buy
3,852
+76
+2% +$7.32K 0.04% 272
2024
Q1 		$375K Sell
3,776
-215
-5% -$19.9K 0.04% 274
2023
Q4 		$357K Buy
3,991
+63
+2% +$5.24K 0.04% 283
2023
Q3 		$315K Buy
3,928
+32
+0.8% +$2.74K 0.04% 280
2023
Q2 		$347K Sell
3,896
-418
-10% -$35.2K 0.05% 269
2023
Q1 		$364K Buy
4,314
+323
+8% +$26.7K 0.05% 262
2022
Q4 		$357K Buy
3,991
+65
+2% +$4.8K 0.04% 283
2022
Q3 		$251K Sell
3,926
-16
-0.4% -$1.17K 0.06% 234
2022
Q2 		$279K Buy
3,942
+32
+0.8% +$2.36K 0.06% 225
2022
Q1 		$301K Sell
3,910
-50
-1% -$4K 0.06% 242
2021
Q4 		$345K Buy
3,960
+43
+1% +$3.6K 0.07% 216
2021
Q3 		$322K Sell
3,917
-260
-6% -$22.9K 0.07% 223
2021
Q2 		$342K Sell
4,177
-530
-11% -$40.8K 0.07% 215
2021
Q1 		$322K Buy
4,707
+423
+10% +$27.7K 0.08% 208
2020
Q4 		$289K Sell
4,284
-176
-4% -$11.4K 0.07% 208
2020
Q3 		$278K Sell
4,460
-775
-15% -$47.4K 0.07% 199
2020
Q2 		$298K Buy
+5,235
New +$271K 0.08% 186

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

Sound View Wealth Advisors Group's OTIS Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Otis Worldwide (OTIS) stake by 24% in Q1 2026, selling an estimated $88.8K and leaving 3,129 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #378.

Sound View Wealth Advisors Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $428K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,129 shares of Otis Worldwide worth $241K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1,015 Otis Worldwide shares in Q1 2026, an estimated $88.8K.
  • Otis Worldwide made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #378 holding.
  • Sound View Wealth Advisors Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's Otis Worldwide position peaked at $428K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.