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WBI Investments’s Otis Worldwide OTIS Stock Holding History

WBI Investments’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 		– Sell
-12,728
Closed -$1.11M – 374
2025
Q4 		$1.11M Buy
+12,728
New +$1.14M 0.29% 96
2024
Q3 		– Sell
-2,369
Closed -$228K – 261
2024
Q2 		$228K Sell
2,369
-8,274
-78% -$797K 0.06% 158
2024
Q1 		$1.06M Buy
10,643
+8,331
+360% +$770K 0.22% 105
2023
Q4 		$207K Buy
+2,312
New +$192K 0.04% 192

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

WBI Investments's OTIS Position: Q1 2026 in Review

WBI Investments sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 12,728 shares — an estimated $1.11M sold.

WBI Investments first reported a position in OTIS in Q4 2023 and held it in 4 quarters. The position peaked at $1.11M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • WBI Investments reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 12,728 Otis Worldwide shares in Q1 2026, an estimated $1.11M.
  • WBI Investments first reported a position in Otis Worldwide in Q4 2023 and held it in 4 quarters.
  • WBI Investments's Otis Worldwide position peaked at $1.11M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.