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Bay Harbor Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bay Harbor 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 		$3.16K Buy
41
+11
+37% +$962 ﹤0.01% 451
2025
Q4 		$2.62K Buy
30
+9
+43% +$805 ﹤0.01% 422
2025
Q3 		$1.92K Buy
21
+3
+17% +$272 ﹤0.01% 372
2025
Q2 		$1.78K Buy
18
+8
+80% +$772 ﹤0.01% 329
2025
Q1 		$1.03K Buy
+10
New +$977 ﹤0.01% 291
2021
Q1 		– Sell
-8
Closed -$1K – 365
2020
Q4 		$1K Hold
8
– – ﹤0.01% 391
2020
Q3 		$0 Hold
8
– – ﹤0.01% 400
2020
Q2 		$0 Buy
+8
New +$414 ﹤0.01% 399

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

Bay Harbor Wealth Management's OTIS Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Otis Worldwide (OTIS) stake by 37% in Q1 2026, buying an estimated $962 and bringing the position to 41 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Bay Harbor Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bay Harbor Wealth Management held 41 shares of Otis Worldwide worth $3.16K as of Q1 2026.
  • Bay Harbor Wealth Management bought 11 Otis Worldwide shares in Q1 2026, an estimated $962.
  • Otis Worldwide made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #451 holding.
  • Bay Harbor Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.