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Wedbush Securities’s Otis Worldwide OTIS Stock Holding History

Wedbush Securities’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 		$259K Sell
3,354
-3,194
-49% -$279K 0.01% 980
2025
Q4 		$572K Buy
6,548
+171
+3% +$15.3K 0.02% 629
2025
Q3 		$583K Sell
6,377
-1,079
-14% -$97.9K 0.02% 609
2025
Q2 		$738K Buy
7,456
+310
+4% +$29.9K 0.03% 505
2025
Q1 		$737K Buy
7,146
+719
+11% +$70.2K 0.03% 473
2024
Q4 		$595K Buy
6,427
+1,826
+40% +$183K 0.02% 551
2024
Q3 		$478K Buy
4,601
+48
+1% +$4.57K 0.02% 622
2024
Q2 		$438K Sell
4,553
-228
-5% -$22K 0.02% 677
2024
Q1 		$475K Buy
4,781
+215
+5% +$19.9K 0.02% 660
2023
Q4 		$409K Buy
4,566
+77
+2% +$6.4K 0.02% 632
2023
Q3 		$360K Buy
4,489
+73
+2% +$6.24K 0.02% 654
2023
Q2 		$393K Sell
4,416
-54
-1% -$4.55K 0.02% 635
2023
Q1 		$377K Sell
4,470
-534
-11% -$44.2K 0.02% 647
2022
Q4 		$392K Buy
5,004
+59
+1% +$4.36K 0.02% 602
2022
Q3 		$315K Sell
4,945
-175
-3% -$12.8K 0.02% 695
2022
Q2 		$362K Sell
5,120
-12
-0.2% -$884 0.02% 663
2022
Q1 		$395K Buy
5,132
+126
+3% +$10.1K 0.02% 674
2021
Q4 		$436K Sell
5,006
-174
-3% -$14.6K 0.02% 692
2021
Q3 		$426K Buy
5,180
+209
+4% +$18.4K 0.02% 682
2021
Q2 		$406K Buy
4,971
+1,010
+25% +$77.7K 0.02% 707
2021
Q1 		$271K Buy
3,961
+697
+21% +$45.6K 0.02% 854
2020
Q4 		$221K Sell
3,264
-365
-10% -$23.7K 0.02% 754
2020
Q3 		$227K Sell
3,629
-781
-18% -$47.8K 0.02% 726
2020
Q2 		$251K Buy
+4,410
New +$228K 0.02% 676

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

Wedbush Securities's OTIS Position: Q1 2026 in Review

Wedbush Securities reduced its Otis Worldwide (OTIS) stake by 49% in Q1 2026, selling an estimated $279K and leaving 3,354 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #980.

Wedbush Securities first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $738K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Wedbush Securities held 3,354 shares of Otis Worldwide worth $259K as of Q1 2026.
  • Wedbush Securities sold 3,194 Otis Worldwide shares in Q1 2026, an estimated $279K.
  • Otis Worldwide made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #980 holding.
  • Wedbush Securities first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Wedbush Securities's Otis Worldwide position peaked at $738K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.