AWM
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Axxcess Wealth Management’s Otis Worldwide OTIS Stock Holding History

Axxcess 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 		– Sell
-2,762
Closed -$241K – 797
2025
Q4 		$241K Sell
2,762
-355
-11% -$31.8K ﹤0.01% 925
2025
Q3 		$285K Sell
3,117
-147
-5% -$13.3K 0.01% 772
2025
Q2 		$323K Sell
3,264
-32
-1% -$3.09K 0.01% 700
2025
Q1 		$340K Sell
3,296
-31
-0.9% -$3.03K 0.01% 646
2024
Q4 		$308K Sell
3,327
-57
-2% -$5.72K 0.01% 665
2024
Q3 		$352K Sell
3,384
-795
-19% -$75.7K 0.01% 641
2024
Q2 		$402K Sell
4,179
-3,781
-48% -$364K 0.01% 573
2024
Q1 		$790K Buy
7,960
+3,818
+92% +$353K 0.02% 429
2023
Q4 		$371K Buy
+4,142
New +$344K 0.01% 586
2023
Q2 		– Sell
-3,780
Closed -$319K – 660
2023
Q1 		$319K Hold
3,780
– – 0.02% 462
2022
Q4 		$296K Buy
+3,780
New +$279K 0.02% 450

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

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

Axxcess Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,762 shares — an estimated $241K sold.

Axxcess Wealth Management first reported a position in OTIS in Q4 2022 and held it in 11 quarters. The position peaked at $790K in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,762 Otis Worldwide shares in Q1 2026, an estimated $241K.
  • Axxcess Wealth Management first reported a position in Otis Worldwide in Q4 2022 and held it in 11 quarters.
  • Axxcess Wealth Management's Otis Worldwide position peaked at $790K in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.