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Verdence Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Verdence 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 		$242K Sell
3,134
-959
-23% -$83.9K 0.01% 574
2025
Q4 		$358K Sell
4,093
-2
-0% -$179 0.02% 506
2025
Q3 		$377K Sell
4,095
-179
-4% -$16.2K 0.02% 530
2025
Q2 		$423K Sell
4,274
-250
-6% -$24.1K 0.03% 469
2025
Q1 		$467K Sell
4,524
-5
-0.1% -$488 0.04% 415
2024
Q4 		$419K Sell
4,529
-224
-5% -$22.5K 0.03% 389
2024
Q3 		$494K Buy
4,753
+40
+0.8% +$3.81K 0.04% 377
2024
Q2 		$454K Sell
4,713
-246
-5% -$23.7K 0.04% 366
2024
Q1 		$492K Buy
4,959
+40
+0.8% +$3.7K 0.04% 349
2023
Q4 		$440K Sell
4,919
-105
-2% -$8.73K 0.04% 362
2023
Q3 		$403K Buy
5,024
+240
+5% +$20.5K 0.04% 362
2023
Q2 		$426K Buy
4,784
+254
+6% +$21.4K 0.05% 342
2023
Q1 		$382K Buy
4,530
+35
+0.8% +$2.9K 0.05% 355
2022
Q4 		$352K Buy
4,495
+4
+0.1% +$295 0.04% 343
2022
Q3 		$287K Sell
4,491
-5,587
-55% -$409K 0.04% 389
2022
Q2 		$712K Buy
10,078
+1,463
+17% +$108K 0.09% 223
2022
Q1 		$663K Buy
8,615
+742
+9% +$59.3K 0.08% 255
2021
Q4 		$685K Buy
7,873
+1,536
+24% +$129K 0.08% 237
2021
Q3 		$521K Sell
6,337
-187
-3% -$16.4K 0.07% 266
2021
Q2 		$533K Buy
+6,524
New +$502K 0.07% 244

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

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

Verdence Capital Advisors reduced its Otis Worldwide (OTIS) stake by 23% in Q1 2026, selling an estimated $83.9K and leaving 3,134 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #574.

Verdence Capital Advisors first reported a position in OTIS in Q2 2021 and has held it in 20 quarters since. The position peaked at $712K in Q2 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Verdence Capital Advisors held 3,134 shares of Otis Worldwide worth $242K as of Q1 2026.
  • Verdence Capital Advisors sold 959 Otis Worldwide shares in Q1 2026, an estimated $83.9K.
  • Otis Worldwide made up 0.01% of Verdence Capital Advisors's portfolio in Q1 2026, its #574 holding.
  • Verdence Capital Advisors first reported a position in Otis Worldwide in Q2 2021 and has held it in 20 quarters since.
  • Verdence Capital Advisors's Otis Worldwide position peaked at $712K in Q2 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.