U.S. Capital Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

U.S. Capital Wealth 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	$213K	Buy	2,759 +447	+19%	+$39.1K	0.01%	935
2025 Q4	$202K	Buy	+2,312	New	+$207K	0.01%	934
2025 Q3	–	Sell	-2,418	Closed	-$239K	–	965
2025 Q2	$239K	Buy	2,418 +82	+4%	+$7.92K	0.01%	783
2025 Q1	$241K	Buy	+2,336	New	+$228K	0.01%	758
2023 Q3	–	Sell	-2,290	Closed	-$204K	–	669
2023 Q2	$204K	Buy	+2,290	New	+$193K	0.01%	624
2023 Q1	–	Sell	-1,913	Closed	-$150K	–	1242
2022 Q4	$150K	Buy	+1,913	New	+$141K	0.01%	665

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's OTIS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Otis Worldwide (OTIS) stake by 19% in Q1 2026, buying an estimated $39.1K and bringing the position to 2,759 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #935.

U.S. Capital Wealth Advisors first reported a position in OTIS in Q4 2022 and has held it in 6 quarters since. The position peaked at $241K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

U.S. Capital Wealth Advisors held 2,759 shares of Otis Worldwide worth $213K as of Q1 2026.
U.S. Capital Wealth Advisors bought 447 Otis Worldwide shares in Q1 2026, an estimated $39.1K.
Otis Worldwide made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #935 holding.
U.S. Capital Wealth Advisors first reported a position in Otis Worldwide in Q4 2022 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's Otis Worldwide position peaked at $241K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.