Bleakley Financial Group’s Otis Worldwide OTIS Stock Holding History

Bleakley Financial Group’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	$814K	Sell	10,563 -518	-5%	-$45.3K	0.01%	562
2025 Q4	$968K	Buy	+11,081	New	+$991K	0.02%	483
2025 Q1	–	Sell	-9,334	Closed	-$864K	–	844
2024 Q4	$864K	Buy	9,334 +1,413	+18%	+$142K	0.03%	457
2024 Q3	$823K	Sell	7,921 -357	-4%	-$34K	0.03%	447
2024 Q2	$797K	Sell	8,278 -1,448	-15%	-$140K	0.02%	471
2024 Q1	$965K	Buy	9,726 +117	+1%	+$10.8K	0.03%	439
2023 Q4	$860K	Sell	9,609 -48	-0.5%	-$3.99K	0.03%	434
2023 Q3	$776K	Sell	9,657 -765	-7%	-$65.4K	0.03%	435
2023 Q2	$928K	Buy	10,422 +508	+5%	+$42.8K	0.03%	419
2023 Q1	$837K	Buy	9,914 +380	+4%	+$31.4K	0.03%	430
2022 Q4	$747K	Buy	+9,534	New	+$704K	0.03%	444

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

Bleakley Financial Group's OTIS Position: Q1 2026 in Review

Bleakley Financial Group reduced its Otis Worldwide (OTIS) stake by 4.7% in Q1 2026, selling an estimated $45.3K and leaving 10,563 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #562.

Bleakley Financial Group first reported a position in OTIS in Q4 2022 and has held it in 11 quarters since. The position peaked at $968K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Bleakley Financial Group held 10,563 shares of Otis Worldwide worth $814K as of Q1 2026.
Bleakley Financial Group sold 518 Otis Worldwide shares in Q1 2026, an estimated $45.3K.
Otis Worldwide made up 0.01% of Bleakley Financial Group's portfolio in Q1 2026, its #562 holding.
Bleakley Financial Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 11 quarters since.
Bleakley Financial Group's Otis Worldwide position peaked at $968K in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.