Circle Wealth Management’s Otis Worldwide OTIS Stock Holding History

Circle 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	$2.57M	Buy	33,305 +454	+1%	+$39.7K	0.04%	76
2025 Q4	$2.87M	Hold	32,851	–	–	0.04%	68
2025 Q3	$3M	Buy	32,851 +341	+1%	+$31K	0.06%	64
2025 Q2	$3.22M	Hold	32,510	–	–	0.07%	63
2025 Q1	$3.36M	Hold	32,510	–	–	0.08%	55
2024 Q4	$3.01M	Hold	32,510	–	–	0.06%	59
2024 Q3	$3.38M	Hold	32,510	–	–	0.07%	57
2024 Q2	$3.13M	Sell	32,510 -296	-0.9%	-$28.5K	0.07%	54
2024 Q1	$3.26M	Hold	32,806	–	–	0.08%	56
2023 Q4	$2.94M	Sell	32,806 -13	-0%	-$1.08K	0.07%	58
2023 Q3	$2.64M	Buy	+32,819	New	+$2.81M	0.07%	59

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

Circle Wealth Management's OTIS Position: Q1 2026 in Review

Circle Wealth Management increased its Otis Worldwide (OTIS) stake by 1.4% in Q1 2026, buying an estimated $39.7K and bringing the position to 33,305 shares worth $2.57M. The position accounts for 0.04% of the portfolio, ranked #76.

Circle Wealth Management first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.38M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Circle Wealth Management held 33,305 shares of Otis Worldwide worth $2.57M as of Q1 2026.
Circle Wealth Management bought 454 Otis Worldwide shares in Q1 2026, an estimated $39.7K.
Otis Worldwide made up 0.04% of Circle Wealth Management's portfolio in Q1 2026, its #76 holding.
Circle Wealth Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
Circle Wealth Management's Otis Worldwide position peaked at $3.38M in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.