Washington Trust Advisors’s Otis Worldwide OTIS Stock Holding History

Washington Trust 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	$183K	Buy	2,377 +77	+3%	+$6.74K	0.01%	230
2025 Q4	$201K	Hold	2,300	–	–	0.02%	224
2025 Q3	$210K	Hold	2,300	–	–	0.02%	218
2025 Q2	$228K	Hold	2,300	–	–	0.02%	192
2025 Q1	$237K	Hold	2,300	–	–	0.02%	181
2024 Q4	$213K	Hold	2,300	–	–	0.02%	192
2024 Q3	$239K	Hold	2,300	–	–	0.02%	186
2024 Q2	$221K	Hold	2,300	–	–	0.02%	183
2024 Q1	$228K	Sell	2,300 -450	-16%	-$41.6K	0.02%	184
2023 Q4	$246K	Sell	2,750 -865	-24%	-$71.9K	0.02%	169
2023 Q3	$290K	Hold	3,615	–	–	0.03%	149
2023 Q2	$322K	Hold	3,615	–	–	0.03%	142
2023 Q1	$305K	Hold	3,615	–	–	0.03%	149
2022 Q4	$283K	Sell	3,615 -26	-0.7%	-$1.92K	0.03%	150
2022 Q3	$233K	Hold	3,641	–	–	0.02%	188
2022 Q2	$257K	Sell	3,641 -315	-8%	-$23.2K	0.02%	180
2022 Q1	$304K	Hold	3,956	–	–	0.02%	194
2021 Q4	$344K	Buy	+3,956	New	+$331K	0.02%	193

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

Washington Trust Advisors's OTIS Position: Q1 2026 in Review

Washington Trust Advisors increased its Otis Worldwide (OTIS) stake by 3.3% in Q1 2026, buying an estimated $6.74K and bringing the position to 2,377 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #230.

Washington Trust Advisors first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $344K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Washington Trust Advisors held 2,377 shares of Otis Worldwide worth $183K as of Q1 2026.
Washington Trust Advisors bought 77 Otis Worldwide shares in Q1 2026, an estimated $6.74K.
Otis Worldwide made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #230 holding.
Washington Trust Advisors first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Otis Worldwide position peaked at $344K in Q4 2021.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.