Clearstead Trust’s Otis Worldwide OTIS Stock Holding History

Clearstead Trust’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	$62.1K	Hold	805	–	–	0.01%	292
2025 Q4	$70.3K	Hold	805	–	–	0.01%	293
2025 Q3	$73.6K	Hold	805	–	–	0.01%	276
2025 Q2	$79.7K	Hold	805	–	–	0.02%	268
2025 Q1	$83.1K	Sell	805 -201	-20%	-$19.6K	0.02%	224
2024 Q4	$93.1K	Buy	1,006 +3	+0.3%	+$301	0.02%	211
2024 Q3	$104K	Buy	1,003 +3	+0.3%	+$286	0.03%	184
2024 Q2	$96.3K	Sell	1,000 -18	-2%	-$1.74K	0.02%	188
2024 Q1	$101K	Buy	1,018 +135	+15%	+$12.5K	0.03%	186
2023 Q4	$79K	Buy	883 +2	+0.2%	+$166	0.02%	207
2023 Q3	$70.7K	Buy	881 +3	+0.3%	+$257	0.02%	194
2023 Q2	$78.2K	Sell	878 -99	-10%	-$8.34K	0.03%	187
2023 Q1	$82.4K	Buy	977 +3	+0.3%	+$248	0.03%	192
2022 Q4	$76K	Sell	974 -45	-4%	-$3.32K	0.03%	202
2022 Q3	$65K	Buy	+1,019	New	+$74.5K	0.02%	200
2021 Q1	–	Sell	-38	Closed	-$3K	–	148
2020 Q4	$3K	Hold	38	–	–	﹤0.01%	170
2020 Q3	$2K	Sell	38 -212	-85%	-$13K	﹤0.01%	151
2020 Q2	$14K	Buy	+250	New	+$13K	0.01%	136

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

Clearstead Trust's OTIS Position: Q1 2026 in Review

Clearstead Trust held its Otis Worldwide (OTIS) position steady in Q1 2026 at 805 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #292.

Clearstead Trust first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $104K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Clearstead Trust held 805 shares of Otis Worldwide worth $62.1K as of Q1 2026.
Clearstead Trust left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #292 holding.
Clearstead Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
Clearstead Trust's Otis Worldwide position peaked at $104K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.