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Bradley & Co Private Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bradley & Co Private 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 		$17.7K Hold
230
– – 0.01% 119
2025
Q4 		$20.1K Hold
230
– – 0.01% 111
2025
Q3 		$21K Hold
230
– – 0.01% 105
2025
Q2 		$22.8K Hold
230
– – 0.01% 99
2025
Q1 		$23.7K Hold
230
– – 0.02% 96
2024
Q4 		$21.3K Buy
+230
New +$23.1K 0.01% 98
2024
Q2 		$22.1K Hold
230
– – 0.02% 96
2024
Q1 		$22.8K Hold
230
– – 0.02% 96
2023
Q4 		$20.6K Hold
230
– – 0.02% 96
2023
Q3 		$18.5K Hold
230
– – 0.02% 100
2023
Q2 		$20.5K Hold
230
– – 0.02% 96
2023
Q1 		$19.4K Hold
230
– – 0.02% 100
2022
Q4 		$18K Hold
230
– – 0.02% 100
2022
Q3 		$15K Hold
230
– – 0.02% 112
2022
Q2 		$16K Hold
230
– – 0.02% 123
2022
Q1 		$18K Hold
230
– – 0.02% 114
2021
Q4 		$20K Hold
230
– – 0.02% 120
2021
Q3 		$19K Hold
230
– – 0.02% 124
2021
Q2 		$19K Hold
230
– – 0.02% 127
2021
Q1 		$16K Buy
+230
New +$15K 0.01% 129

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

Bradley & Co Private Wealth Management's OTIS Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 230 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #119.

Bradley & Co Private Wealth Management first reported a position in OTIS in Q1 2021 and has held it in 20 quarters since. The position peaked at $23.7K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bradley & Co Private Wealth Management held 230 shares of Otis Worldwide worth $17.7K as of Q1 2026.
  • Bradley & Co Private Wealth Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Bradley & Co Private Wealth Management first reported a position in Otis Worldwide in Q1 2021 and has held it in 20 quarters since.
  • Bradley & Co Private Wealth Management's Otis Worldwide position peaked at $23.7K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.