Aberdeen Wealth Management’s Otis Worldwide OTIS Stock Holding History

Aberdeen Wealth Management’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	$254K	Hold	3,299	–	–	0.12%	140
2025 Q4	$288K	Hold	3,299	–	–	0.13%	126
2025 Q3	$302K	Sell	3,299 -275	-8%	-$25K	0.19%	117
2025 Q2	$354K	Hold	3,574	–	–	0.24%	106
2025 Q1	$369K	Hold	3,574	–	–	0.25%	101
2024 Q4	$331K	Sell	3,574 -50	-1%	-$5.01K	0.23%	107
2024 Q3	$377K	Sell	3,624 -100	-3%	-$9.53K	0.25%	103
2024 Q2	$358K	Sell	3,724 -250	-6%	-$24.1K	0.24%	106
2024 Q1	$394K	Hold	3,974	–	–	0.23%	108
2023 Q4	$356K	Hold	3,974	–	–	0.26%	108
2023 Q3	$319K	Hold	3,974	–	–	0.24%	107
2023 Q2	$354K	Hold	3,974	–	–	0.26%	105
2023 Q1	$335K	Hold	3,974	–	–	0.25%	105
2022 Q4	$311K	Hold	3,974	–	–	0.23%	110
2022 Q3	$254K	Hold	3,974	–	–	0.22%	115
2022 Q2	$281K	Hold	3,974	–	–	0.22%	113
2022 Q1	$306K	Hold	3,974	–	–	0.21%	122
2021 Q4	$346K	Hold	3,974	–	–	0.23%	107
2021 Q3	$327K	Sell	3,974 -50	-1%	-$4.4K	0.32%	103
2021 Q2	$329K	Hold	4,024	–	–	0.3%	104
2021 Q1	$275K	Hold	4,024	–	–	0.22%	122
2020 Q4	$272K	Hold	4,024	–	–	0.21%	118
2020 Q3	$251K	Sell	4,024 -260	-6%	-$15.9K	0.24%	110
2020 Q2	$244K	Buy	+4,284	New	+$222K	0.26%	109

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aberdeen Wealth Management's OTIS Position: Q1 2026 in Review

Aberdeen Wealth Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 3,299 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #140.

Aberdeen Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $394K in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Aberdeen Wealth Management held 3,299 shares of Otis Worldwide worth $254K as of Q1 2026.
Aberdeen Wealth Management left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.12% of Aberdeen Wealth Management's portfolio in Q1 2026, its #140 holding.
Aberdeen Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Aberdeen Wealth Management's Otis Worldwide position peaked at $394K in Q1 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.