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Stratos Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Stratos Wealth Partners’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 		$429K Sell
5,560
-2,835
-34% -$248K ﹤0.01% 1130
2025
Q4 		$733K Buy
8,395
+353
+4% +$31.6K 0.01% 887
2025
Q3 		$735K Buy
8,042
+1,695
+27% +$154K 0.01% 874
2025
Q2 		$629K Buy
6,347
+271
+4% +$26.2K 0.01% 845
2025
Q1 		$627K Sell
6,076
-195
-3% -$19.1K 0.01% 809
2024
Q4 		$581K Sell
6,271
-1,146
-15% -$115K 0.01% 873
2024
Q3 		$771K Sell
7,417
-531
-7% -$50.6K 0.01% 775
2024
Q2 		$765K Buy
7,948
+1,432
+22% +$138K 0.01% 751
2024
Q1 		$647K Sell
6,516
-219
-3% -$20.2K 0.01% 791
2023
Q4 		$603K Sell
6,735
-24
-0.4% -$2K 0.01% 802
2023
Q3 		$543K Buy
6,759
+785
+13% +$67.1K 0.01% 793
2023
Q2 		$532K Sell
5,974
-525
-8% -$44.2K 0.01% 739
2023
Q1 		$549K Sell
6,499
-247
-4% -$20.4K 0.01% 667
2022
Q4 		$528K Buy
6,746
+211
+3% +$15.6K 0.01% 717
2022
Q3 		$417K Sell
6,535
-192
-3% -$14K 0.01% 757
2022
Q2 		$475K Sell
6,727
-281
-4% -$20.7K 0.01% 749
2022
Q1 		$539K Sell
7,008
-856
-11% -$68.4K 0.01% 787
2021
Q4 		$685K Buy
7,864
+99
+1% +$8.29K 0.02% 697
2021
Q3 		$639K Buy
7,765
+271
+4% +$23.8K 0.02% 665
2021
Q2 		$613K Sell
7,494
-728
-9% -$56K 0.02% 704
2021
Q1 		$563K Sell
8,222
-1,318
-14% -$86.2K 0.02% 679
2020
Q4 		$644K Sell
9,540
-561
-6% -$36.4K 0.02% 593
2020
Q3 		$631K Sell
10,101
-1,820
-15% -$111K 0.02% 539
2020
Q2 		$678K Buy
+11,921
New +$618K 0.02% 493

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

Stratos Wealth Partners's OTIS Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Otis Worldwide (OTIS) stake by 34% in Q1 2026, selling an estimated $248K and leaving 5,560 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Stratos Wealth Partners first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $771K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Stratos Wealth Partners held 5,560 shares of Otis Worldwide worth $429K as of Q1 2026.
  • Stratos Wealth Partners sold 2,835 Otis Worldwide shares in Q1 2026, an estimated $248K.
  • Otis Worldwide made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1130 holding.
  • Stratos Wealth Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Stratos Wealth Partners's Otis Worldwide position peaked at $771K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.