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Burling Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Burling Wealth Partners’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 		$363K Sell
4,707
-335
-7% -$29.3K 0.06% 143
2025
Q4 		$440K Sell
5,042
-3,815
-43% -$341K 0.07% 141
2025
Q3 		$810K Sell
8,857
-3,674
-29% -$334K 0.13% 107
2025
Q2 		$1.24M Sell
12,531
-563
-4% -$54.4K 0.23% 85
2025
Q1 		$1.35M Sell
13,094
-2,120
-14% -$207K 0.28% 82
2024
Q4 		$1.41M Buy
+15,214
New +$1.53M 0.29% 81

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

Burling Wealth Partners's OTIS Position: Q1 2026 in Review

Burling Wealth Partners reduced its Otis Worldwide (OTIS) stake by 6.6% in Q1 2026, selling an estimated $29.3K and leaving 4,707 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #143.

Burling Wealth Partners first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Burling Wealth Partners held 4,707 shares of Otis Worldwide worth $363K as of Q1 2026.
  • Burling Wealth Partners sold 335 Otis Worldwide shares in Q1 2026, an estimated $29.3K.
  • Otis Worldwide made up 0.06% of Burling Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Burling Wealth Partners first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Otis Worldwide position peaked at $1.41M in Q4 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.