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Transcend Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Transcend Capital 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 		$744K Buy
9,658
+3,427
+55% +$300K 0.06% 294
2025
Q4 		$544K Buy
6,231
+1,844
+42% +$165K 0.04% 345
2025
Q3 		$401K Buy
4,387
+1,122
+34% +$102K 0.03% 434
2025
Q2 		$323K Buy
+3,265
New +$315K 0.03% 439

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

Transcend Capital Advisors's OTIS Position: Q1 2026 in Review

Transcend Capital Advisors increased its Otis Worldwide (OTIS) stake by 55% in Q1 2026, buying an estimated $300K and bringing the position to 9,658 shares worth $744K. The position accounts for 0.06% of the portfolio, ranked #294.

Transcend Capital Advisors first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Transcend Capital Advisors held 9,658 shares of Otis Worldwide worth $744K as of Q1 2026.
  • Transcend Capital Advisors bought 3,427 Otis Worldwide shares in Q1 2026, an estimated $300K.
  • Otis Worldwide made up 0.06% of Transcend Capital Advisors's portfolio in Q1 2026, its #294 holding.
  • Transcend Capital Advisors first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.