UCFA
OTIS icon

United Capital Financial Advisors’s Otis Worldwide OTIS Stock Holding History

United Capital 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 		$803K Sell
10,420
-1,595
-13% -$140K ﹤0.01% 848
2025
Q4 		$1.05M Sell
12,015
-995
-8% -$89K 0.01% 721
2025
Q3 		$1.19M Sell
13,010
-79,871
-86% -$7.25M 0.01% 592
2025
Q2 		$9.2M Sell
92,881
-960
-1% -$92.7K 0.07% 212
2025
Q1 		$9.68M Sell
93,841
-935
-1% -$91.3K 0.08% 185
2024
Q4 		$8.78M Buy
94,776
+154
+0.2% +$15.4K 0.07% 197
2024
Q3 		$9.84M Sell
94,622
-1,834
-2% -$175K 0.08% 185
2024
Q2 		$9.28M Sell
96,456
-16,565
-15% -$1.6M 0.08% 186
2024
Q1 		$11.2M Buy
113,021
+38
+0% +$3.51K 0.09% 173
2023
Q4 		$10.1M Sell
112,983
-6,798
-6% -$565K 0.08% 186
2023
Q3 		$9.62M Sell
119,781
-12,334
-9% -$1.05M 0.06% 228
2023
Q2 		$11.8M Sell
132,115
-5,495
-4% -$463K 0.06% 222
2023
Q1 		$11.6M Sell
137,610
-8,199
-6% -$678K 0.06% 216
2022
Q4 		$11.4M Sell
145,809
-4,721
-3% -$349K 0.06% 235
2022
Q3 		$9.6M Sell
150,530
-1,612
-1% -$118K 0.06% 245
2022
Q2 		$10.8M Buy
152,142
+1,125
+0.7% +$82.9K 0.06% 250
2022
Q1 		$11.6M Sell
151,017
-2,322
-2% -$186K 0.06% 260
2021
Q4 		$13.4M Sell
153,339
-3,465
-2% -$290K 0.06% 251
2021
Q3 		$12.9M Buy
156,804
+26
+0% +$2.29K 0.06% 252
2021
Q2 		$12.8M Sell
156,778
-2,249
-1% -$173K 0.06% 245
2021
Q1 		$10.9M Buy
159,027
+114,821
+260% +$7.51M 0.06% 248
2020
Q4 		$2.99M Buy
44,206
+3,952
+10% +$256K 0.02% 430
2020
Q3 		$2.51M Sell
40,254
-793
-2% -$48.5K 0.02% 451
2020
Q2 		$2.33M Buy
+41,047
New +$2.13M 0.02% 482

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

United Capital Financial Advisors's OTIS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Otis Worldwide (OTIS) stake by 13% in Q1 2026, selling an estimated $140K and leaving 10,420 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

United Capital Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $13.4M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • United Capital Financial Advisors held 10,420 shares of Otis Worldwide worth $803K as of Q1 2026.
  • United Capital Financial Advisors sold 1,595 Otis Worldwide shares in Q1 2026, an estimated $140K.
  • Otis Worldwide made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #848 holding.
  • United Capital Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • United Capital Financial Advisors's Otis Worldwide position peaked at $13.4M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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