1NWS
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1 North Wealth Services’s Otis Worldwide OTIS Stock Holding History

1 North Wealth Services’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
-60
Closed -$5.24K – 282
2025
Q4 		$5.24K Buy
+60
New +$5.37K ﹤0.01% 204

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

1 North Wealth Services's OTIS Position: Q1 2026 in Review

1 North Wealth Services sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 60 shares — an estimated $5.24K sold.

1 North Wealth Services first reported a position in OTIS in Q4 2025 and held it in 1 quarter. The position peaked at $5.24K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • 1 North Wealth Services reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • 1 North Wealth Services sold 60 Otis Worldwide shares in Q1 2026, an estimated $5.24K.
  • 1 North Wealth Services first reported a position in Otis Worldwide in Q4 2025 and held it in 1 quarter.
  • 1 North Wealth Services's Otis Worldwide position peaked at $5.24K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.