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Cherry Tree Wealth Management’s Otis Worldwide OTIS Stock Holding History

Cherry Tree 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 		$77.9K Hold
1,011
– – 0.02% 230
2025
Q4 		$88.3K Hold
1,011
– – 0.02% 228
2025
Q3 		$92.4K Hold
1,011
– – 0.02% 223
2025
Q2 		$100K Sell
1,011
-18
-2% -$1.74K 0.02% 216
2025
Q1 		$106K Hold
1,029
– – 0.03% 209
2024
Q4 		$95.3K Hold
1,029
– – 0.02% 213
2024
Q3 		$107K Hold
1,029
– – 0.03% 207
2024
Q2 		$99.1K Hold
1,029
– – 0.02% 205
2024
Q1 		$102K Hold
1,029
– – 0.03% 204
2023
Q4 		$92.1K Hold
1,029
– – 0.02% 203
2023
Q3 		$82.6K Hold
1,029
– – 0.02% 201
2023
Q2 		$91.6K Buy
+1,029
New +$86.7K 0.03% 198

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

Cherry Tree Wealth Management's OTIS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 1,011 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #230.

Cherry Tree Wealth Management first reported a position in OTIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $107K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Cherry Tree Wealth Management held 1,011 shares of Otis Worldwide worth $77.9K as of Q1 2026.
  • Cherry Tree Wealth Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #230 holding.
  • Cherry Tree Wealth Management first reported a position in Otis Worldwide in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Otis Worldwide position peaked at $107K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.