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Waverly Advisors’s Otis Worldwide OTIS Stock Holding History

Waverly 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 		$542K Sell
7,030
-1,343
-16% -$118K ﹤0.01% 1053
2025
Q4 		$731K Buy
8,373
+1,089
+15% +$97.4K 0.01% 863
2025
Q3 		$666K Buy
7,284
+1,769
+32% +$161K 0.01% 758
2025
Q2 		$546K Buy
5,515
+1,144
+26% +$110K 0.01% 773
2025
Q1 		$451K Buy
4,371
+12
+0.3% +$1.17K 0.01% 809
2024
Q4 		$404K Buy
+4,359
New +$437K 0.01% 735

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

Waverly Advisors's OTIS Position: Q1 2026 in Review

Waverly Advisors reduced its Otis Worldwide (OTIS) stake by 16% in Q1 2026, selling an estimated $118K and leaving 7,030 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Waverly Advisors first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $731K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Waverly Advisors held 7,030 shares of Otis Worldwide worth $542K as of Q1 2026.
  • Waverly Advisors sold 1,343 Otis Worldwide shares in Q1 2026, an estimated $118K.
  • Otis Worldwide made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1053 holding.
  • Waverly Advisors first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Otis Worldwide position peaked at $731K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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