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Wealthspire Advisors (New York)’s Otis Worldwide OTIS Stock Holding History

Wealthspire Advisors (New York)’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
-3,601
Closed -$315K – 1054
2025
Q4 		$315K Buy
3,601
+1,640
+84% +$147K ﹤0.01% 780
2025
Q3 		$179K Sell
1,961
-464
-19% -$42.1K ﹤0.01% 830
2025
Q2 		$240K Buy
2,425
+201
+9% +$19.4K ﹤0.01% 729
2025
Q1 		$229K Sell
2,224
-241
-10% -$23.5K ﹤0.01% 706
2024
Q4 		$228K Buy
2,465
+190
+8% +$19.1K ﹤0.01% 713
2024
Q3 		$236K Sell
2,275
-67
-3% -$6.38K ﹤0.01% 674
2024
Q2 		$225K Sell
2,342
-2,046
-47% -$197K ﹤0.01% 597
2024
Q1 		$436K Sell
4,388
-14
-0.3% -$1.29K 0.01% 448
2023
Q4 		$394K Sell
4,402
-177
-4% -$14.7K 0.01% 456
2023
Q3 		$368K Buy
4,579
+46
+1% +$3.93K 0.01% 451
2023
Q2 		$403K Sell
4,533
-18
-0.4% -$1.52K 0.01% 405
2023
Q1 		$384K Sell
4,551
-2,817
-38% -$233K 0.01% 396
2022
Q4 		$577K Buy
7,368
+500
+7% +$36.9K 0.01% 348
2022
Q3 		$438K Buy
+6,868
New +$502K 0.01% 358
2022
Q1 		– Sell
-2,455
Closed -$214K – 521
2021
Q4 		$214K Sell
2,455
-350
-12% -$29.3K ﹤0.01% 507
2021
Q3 		$231K Buy
+2,805
New +$247K ﹤0.01% 518
2021
Q2 		– Sell
-4,359
Closed -$298K – 576
2021
Q1 		$298K Buy
4,359
+851
+24% +$55.6K 0.01% 549
2020
Q4 		$237K Buy
+3,508
New +$228K 0.01% 510

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s OTIS Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 3,601 shares — an estimated $315K sold.

Wealthspire Advisors (New York) first reported a position in OTIS in Q4 2020 and held it in 18 quarters. The position peaked at $577K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,601 Otis Worldwide shares in Q1 2026, an estimated $315K.
  • Wealthspire Advisors (New York) first reported a position in Otis Worldwide in Q4 2020 and held it in 18 quarters.
  • Wealthspire Advisors (New York)'s Otis Worldwide position peaked at $577K in Q4 2022.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.