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Steward Partners Investment Advisory’s Otis Worldwide OTIS Stock Holding History

Steward Partners Investment Advisory’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 		$1.62M Buy
21,073
+763
+4% +$66.8K 0.01% 939
2025
Q4 		$1.77M Sell
20,310
-407
-2% -$36.4K 0.01% 831
2025
Q3 		$1.89M Sell
20,717
-701
-3% -$63.6K 0.01% 797
2025
Q2 		$2.12M Buy
21,418
+174
+0.8% +$16.8K 0.02% 701
2025
Q1 		$2.19M Sell
21,244
-811
-4% -$79.2K 0.02% 637
2024
Q4 		$2.04M Buy
22,055
+1,259
+6% +$126K 0.02% 630
2024
Q3 		$2.16M Sell
20,796
-22
-0.1% -$2.1K 0.02% 598
2024
Q2 		$2M Buy
20,818
+390
+2% +$37.6K 0.02% 582
2024
Q1 		$2.03M Buy
20,428
+2
+0% +$185 0.02% 587
2023
Q4 		$1.83M Buy
20,426
+23
+0.1% +$1.91K 0.02% 529
2023
Q3 		$1.64M Buy
20,403
+344
+2% +$29.4K 0.03% 519
2023
Q2 		$1.79M Sell
20,059
-35
-0.2% -$2.95K 0.03% 516
2023
Q1 		$1.7M Sell
20,094
-30
-0.1% -$2.48K 0.03% 513
2022
Q4 		$1.58M Sell
20,124
-113
-0.6% -$8.34K 0.03% 522
2022
Q3 		$1.29M Sell
20,237
-596
-3% -$43.6K 0.02% 545
2022
Q2 		$1.47M Sell
20,833
-422
-2% -$31.1K 0.03% 527
2022
Q1 		$1.64M Sell
21,255
-2,023
-9% -$162K 0.03% 541
2021
Q4 		$2.03M Sell
23,278
-51
-0.2% -$4.27K 0.03% 491
2021
Q3 		$1.92M Sell
23,329
-699
-3% -$61.5K 0.03% 468
2021
Q2 		$1.97M Sell
24,028
-3,485
-13% -$268K 0.03% 449
2021
Q1 		$1.88M Buy
27,513
+4,023
+17% +$263K 0.03% 454
2020
Q4 		$1.59M Sell
23,490
-9,230
-28% -$599K 0.03% 419
2020
Q3 		$2.04M Sell
32,720
-11,310
-26% -$692K 0.05% 322
2020
Q2 		$2.5M Buy
+44,030
New +$2.28M 0.07% 263

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

Steward Partners Investment Advisory's OTIS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Otis Worldwide (OTIS) stake by 3.8% in Q1 2026, buying an estimated $66.8K and bringing the position to 21,073 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #939.

Steward Partners Investment Advisory first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.5M in Q2 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Steward Partners Investment Advisory held 21,073 shares of Otis Worldwide worth $1.62M as of Q1 2026.
  • Steward Partners Investment Advisory bought 763 Otis Worldwide shares in Q1 2026, an estimated $66.8K.
  • Otis Worldwide made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #939 holding.
  • Steward Partners Investment Advisory first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Otis Worldwide position peaked at $2.5M in Q2 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.