BOK Financial Private Wealth’s Otis Worldwide OTIS Stock Holding History

BOK Financial Private 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	$6.17K	Hold	80	–	–	﹤0.01%	367
2025 Q4	$6.99K	Hold	80	–	–	﹤0.01%	403
2025 Q3	$7.32K	Hold	80	–	–	﹤0.01%	342
2025 Q2	$7.92K	Hold	80	–	–	﹤0.01%	371
2025 Q1	$8.26K	Sell	80 -108	-57%	-$10.6K	﹤0.01%	396
2024 Q4	$17.4K	Buy	188 +88	+88%	+$8.82K	﹤0.01%	339
2024 Q3	$10.4K	Buy	+100	New	+$9.53K	﹤0.01%	391
2022 Q4	–	Sell	-500	Closed	-$32K	–	376
2022 Q3	$32K	Hold	500	–	–	﹤0.01%	271
2022 Q2	$35K	Buy	+500	New	+$36.8K	﹤0.01%	269

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

BOK Financial Private Wealth's OTIS Position: Q1 2026 in Review

BOK Financial Private Wealth held its Otis Worldwide (OTIS) position steady in Q1 2026 at 80 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

BOK Financial Private Wealth first reported a position in OTIS in Q2 2022 and has held it in 9 quarters since. The position peaked at $35K in Q2 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

BOK Financial Private Wealth held 80 shares of Otis Worldwide worth $6.17K as of Q1 2026.
BOK Financial Private Wealth left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #367 holding.
BOK Financial Private Wealth first reported a position in Otis Worldwide in Q2 2022 and has held it in 9 quarters since.
BOK Financial Private Wealth's Otis Worldwide position peaked at $35K in Q2 2022.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.