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Spurstone Advisory Services’s Otis Worldwide OTIS Stock Holding History

Spurstone Advisory Services’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 		$1.93K Hold
25
– – 0.03% 43
2025
Q4 		$2.18K Hold
25
– – 0.03% 59
2025
Q3 		$2.29K Buy
+25
New +$2.27K 0.03% 75
2025
Q1 		– Sell
-1,000
Closed -$92.6K – 110
2024
Q4 		$92.6K Buy
+1,000
New +$100K 1.76% 16

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

Spurstone Advisory Services's OTIS Position: Q1 2026 in Review

Spurstone Advisory Services held its Otis Worldwide (OTIS) position steady in Q1 2026 at 25 shares worth $1.93K. The position accounts for 0.03% of the portfolio, ranked #43.

Spurstone Advisory Services first reported a position in OTIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $92.6K in Q4 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Spurstone Advisory Services held 25 shares of Otis Worldwide worth $1.93K as of Q1 2026.
  • Spurstone Advisory Services left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.03% of Spurstone Advisory Services's portfolio in Q1 2026, its #43 holding.
  • Spurstone Advisory Services first reported a position in Otis Worldwide in Q4 2024 and has held it in 4 quarters since.
  • Spurstone Advisory Services's Otis Worldwide position peaked at $92.6K in Q4 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.