CWM
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Congress Wealth Management’s Otis Worldwide OTIS Stock Holding History

Congress 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
2025
Q2 		$520K Buy
5,248
+1,633
+45% +$158K 0.01% 911
2025
Q1 		$373K Buy
3,615
+1,070
+42% +$105K ﹤0.01% 895
2024
Q4 		$236K Buy
+2,545
New +$255K ﹤0.01% 819
2024
Q1 		– Sell
-2,407
Closed -$215K – 620
2023
Q4 		$215K Buy
+2,407
New +$200K ﹤0.01% 583
2023
Q3 		– Sell
-2,395
Closed -$213K – 617
2023
Q2 		$213K Hold
2,395
– – ﹤0.01% 530
2023
Q1 		$202K Buy
+2,395
New +$198K ﹤0.01% 542
2022
Q2 		– Sell
-2,691
Closed -$207K – 599
2022
Q1 		$207K Sell
2,691
-594
-18% -$47.5K ﹤0.01% 576
2021
Q4 		$286K Buy
+3,285
New +$275K 0.01% 546

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return