Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Otis Worldwide OTIS Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.31M Sell
42,932
-32,080
-43% -$2.81M 0.01% 987
2025
Q4 		$6.55M Sell
75,012
-8,858
-11% -$792K 0.02% 678
2025
Q3 		$7.67M Buy
83,870
+59,501
+244% +$5.4M 0.02% 556
2025
Q2 		$2.41M Buy
24,369
+7,893
+48% +$762K 0.01% 888
2025
Q1 		$1.7M Sell
16,476
-1,047
-6% -$102K 0.01% 883
2024
Q4 		$1.62M Sell
17,523
-204
-1% -$20.5K 0.01% 865
2024
Q3 		$1.84M Buy
17,727
+181
+1% +$17.2K 0.01% 742
2024
Q2 		$1.69M Buy
17,546
+1,439
+9% +$139K 0.01% 691
2024
Q1 		$1.6M Buy
16,107
+1,955
+14% +$181K 0.01% 685
2023
Q4 		$1.27M Buy
14,152
+652
+5% +$54.2K 0.01% 712
2023
Q3 		$1.08M Buy
13,500
+326
+2% +$27.9K 0.01% 711
2023
Q2 		$1.17M Sell
13,174
-379
-3% -$31.9K 0.01% 659
2023
Q1 		$1.14M Buy
13,553
+2,362
+21% +$195K 0.01% 630
2022
Q4 		$876K Buy
11,191
+504
+5% +$37.2K 0.01% 654
2022
Q3 		$682K Buy
10,687
+2,588
+32% +$189K 0.01% 665
2022
Q2 		$572K Buy
8,099
+947
+13% +$69.7K ﹤0.01% 700
2022
Q1 		$550K Sell
7,152
-553
-7% -$44.2K ﹤0.01% 703
2021
Q4 		$671K Buy
+7,705
New +$645K ﹤0.01% 658
2021
Q2 		$611K Hold
7,471
– – ﹤0.01% 643
2021
Q1 		$611K Hold
7,471
– – ﹤0.01% 643
2020
Q4 		$611K Hold
7,471
– – ﹤0.01% 643
2020
Q3 		$611K Hold
7,471
– – ﹤0.01% 643
2020
Q2 		$611K Buy
+7,471
New +$387K ﹤0.01% 643

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

Carson Wealth (CWM LLC)'s OTIS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Otis Worldwide (OTIS) stake by 43% in Q1 2026, selling an estimated $2.81M and leaving 42,932 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #987.

Carson Wealth (CWM LLC) first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $7.67M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,932 shares of Otis Worldwide worth $3.31M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 32,080 Otis Worldwide shares in Q1 2026, an estimated $2.81M.
  • Otis Worldwide made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #987 holding.
  • Carson Wealth (CWM LLC) first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Otis Worldwide position peaked at $7.67M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.