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Transamerica Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Transamerica Financial 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 		$6.63K Buy
86
+28
+48% +$2.45K ﹤0.01% 991
2025
Q4 		$5.04K Sell
58
-45
-44% -$4.03K ﹤0.01% 960
2025
Q3 		$9.4K Buy
+103
New +$9.35K ﹤0.01% 736
2022
Q4 		– Sell
-50
Closed -$4K – 713
2022
Q3 		$4K Buy
+50
New +$3.66K ﹤0.01% 350
2020
Q3 		– Sell
-1
Closed -$1K – 392
2020
Q2 		$1K Buy
+1
New +$52 ﹤0.01% 452

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

Transamerica Financial Advisors's OTIS Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Otis Worldwide (OTIS) stake by 48% in Q1 2026, buying an estimated $2.45K and bringing the position to 86 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Transamerica Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 5 quarters since. The position peaked at $9.4K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Transamerica Financial Advisors held 86 shares of Otis Worldwide worth $6.63K as of Q1 2026.
  • Transamerica Financial Advisors bought 28 Otis Worldwide shares in Q1 2026, an estimated $2.45K.
  • Otis Worldwide made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #991 holding.
  • Transamerica Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's Otis Worldwide position peaked at $9.4K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.