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

Cassaday & Co 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	$137K	Buy	+1,777	New	+$155K	﹤0.01%	392
2024 Q4	–	Sell	-1,977	Closed	-$206K	–	333
2024 Q3	$206K	Buy	+1,977	New	+$188K	0.01%	299
2023 Q3	–	Sell	-2,287	Closed	-$204K	–	274
2023 Q2	$204K	Buy	+2,287	New	+$193K	0.01%	245

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

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

Cassaday & Co Wealth Management opened a new position in Otis Worldwide (OTIS) in Q1 2026: 1,777 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Cassaday & Co Wealth Management previously reported a position in OTIS as recently as Q3 2024.

Cassaday & Co Wealth Management first reported a position in OTIS in Q2 2023 and has held it in 3 quarters since. The position peaked at $206K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Cassaday & Co Wealth Management held 1,777 shares of Otis Worldwide worth $137K as of Q1 2026.
Otis Worldwide was a new Cassaday & Co Wealth Management position in Q1 2026.
Otis Worldwide made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #392 holding.
Cassaday & Co Wealth Management first reported a position in Otis Worldwide in Q2 2023 and has held it in 3 quarters since.
Cassaday & Co Wealth Management's Otis Worldwide position peaked at $206K in Q3 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.