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Ausdal Financial Partners’s Otis Worldwide OTIS Stock Holding History

Ausdal Financial Partners’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 		$484K Buy
6,283
+1,310
+26% +$115K 0.02% 593
2025
Q4 		$434K Sell
4,973
-1,118
-18% -$100K 0.02% 601
2025
Q3 		$557K Buy
6,091
+142
+2% +$12.9K 0.03% 527
2025
Q2 		$589K Buy
5,949
+17
+0.3% +$1.64K 0.04% 391
2025
Q1 		$612K Buy
5,932
+3,406
+135% +$333K 0.05% 344
2024
Q4 		$234K Buy
+2,526
New +$253K 0.02% 513

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

Ausdal Financial Partners's OTIS Position: Q1 2026 in Review

Ausdal Financial Partners increased its Otis Worldwide (OTIS) stake by 26% in Q1 2026, buying an estimated $115K and bringing the position to 6,283 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #593.

Ausdal Financial Partners first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $612K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ausdal Financial Partners held 6,283 shares of Otis Worldwide worth $484K as of Q1 2026.
  • Ausdal Financial Partners bought 1,310 Otis Worldwide shares in Q1 2026, an estimated $115K.
  • Otis Worldwide made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #593 holding.
  • Ausdal Financial Partners first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Ausdal Financial Partners's Otis Worldwide position peaked at $612K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.