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Ankerstar Wealth’s Otis Worldwide OTIS Stock Holding History

Ankerstar Wealth’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 		$3.08K Sell
40
-10
-20% -$875 ﹤0.01% 340
2025
Q4 		$4.37K Buy
+50
New +$4.47K ﹤0.01% 348

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

Ankerstar Wealth's OTIS Position: Q1 2026 in Review

Ankerstar Wealth reduced its Otis Worldwide (OTIS) stake by 20% in Q1 2026, selling an estimated $875 and leaving 40 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Ankerstar Wealth first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.37K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ankerstar Wealth held 40 shares of Otis Worldwide worth $3.08K as of Q1 2026.
  • Ankerstar Wealth sold 10 Otis Worldwide shares in Q1 2026, an estimated $875.
  • Otis Worldwide made up ﹤0.01% of Ankerstar Wealth's portfolio in Q1 2026, its #340 holding.
  • Ankerstar Wealth first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • Ankerstar Wealth's Otis Worldwide position peaked at $4.37K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ankerstar Wealth's 13F filing for Q1 2026, filed 14 May 2026.