Wealthfront Advisers
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Wealthfront Advisers’s Otis Worldwide OTIS Stock Holding History

Wealthfront Advisers’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 		$1.69M Sell
21,913
-12,942
-37% -$1.13M ﹤0.01% 627
2025
Q4 		$3.04M Sell
34,855
-1,324
-4% -$118K 0.01% 515
2025
Q3 		$3.31M Buy
36,179
+46
+0.1% +$4.18K 0.01% 478
2025
Q2 		$3.58M Sell
36,133
-7,173
-17% -$692K 0.01% 441
2025
Q1 		$4.47M Buy
43,306
+3,684
+9% +$360K 0.01% 381
2024
Q4 		$3.67M Buy
39,622
+107
+0.3% +$10.7K 0.01% 393
2024
Q3 		$4.11M Sell
39,515
-470
-1% -$44.8K 0.01% 351
2024
Q2 		$3.85M Buy
39,985
+889
+2% +$85.7K 0.01% 337
2024
Q1 		$3.88M Buy
39,096
+1,235
+3% +$114K 0.01% 328
2023
Q4 		$3.39M Buy
37,861
+121
+0.3% +$10.1K 0.01% 329
2023
Q3 		$3.03M Buy
37,740
+3,977
+12% +$340K 0.01% 331
2023
Q2 		$3.01M Sell
33,763
-2,380
-7% -$201K 0.01% 324
2023
Q1 		$3.05M Buy
36,143
+1,827
+5% +$151K 0.01% 311
2022
Q4 		$2.69M Buy
34,316
+17,668
+106% +$1.3M 0.01% 324
2022
Q3 		$1.06M Buy
16,648
+1,550
+10% +$113K 0.01% 477
2022
Q2 		$1.07M Buy
15,098
+232
+2% +$17.1K 0.01% 481
2022
Q1 		$1.14M Sell
14,866
-1,484
-9% -$119K 0.01% 502
2021
Q4 		$1.42M Buy
16,350
+517
+3% +$43.3K 0.01% 448
2021
Q3 		$1.3M Buy
15,833
+1,222
+8% +$107K 0.01% 431
2021
Q2 		$1.2M Buy
14,611
+737
+5% +$56.7K 0.01% 408
2021
Q1 		$950K Sell
13,874
-158
-1% -$10.3K 0.01% 389
2020
Q4 		$948K Sell
14,032
-301
-2% -$19.5K 0.01% 367
2020
Q3 		$895K Sell
14,333
-4,455
-24% -$272K 0.01% 344
2020
Q2 		$1.07M Buy
+18,788
New +$973K 0.01% 301

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

Wealthfront Advisers's OTIS Position: Q1 2026 in Review

Wealthfront Advisers reduced its Otis Worldwide (OTIS) stake by 37% in Q1 2026, selling an estimated $1.13M and leaving 21,913 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Wealthfront Advisers first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.47M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Wealthfront Advisers held 21,913 shares of Otis Worldwide worth $1.69M as of Q1 2026.
  • Wealthfront Advisers sold 12,942 Otis Worldwide shares in Q1 2026, an estimated $1.13M.
  • Otis Worldwide made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #627 holding.
  • Wealthfront Advisers first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Wealthfront Advisers's Otis Worldwide position peaked at $4.47M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.