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

Connecticut 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 		$7.52M Sell
97,611
-5,913
-6% -$517K 0.32% 44
2025
Q4 		$9.04M Sell
103,524
-749
-0.7% -$67K 0.39% 39
2025
Q3 		$9.53M Sell
104,273
-765
-0.7% -$69.4K 0.42% 37
2025
Q2 		$10.4M Buy
105,038
+101
+0.1% +$9.75K 0.5% 33
2025
Q1 		$10.8M Buy
104,937
+4,045
+4% +$395K 0.57% 27
2024
Q4 		$9.34M Sell
100,892
-18
-0% -$1.8K 0.46% 30
2024
Q3 		$10.5M Buy
100,910
+576
+0.6% +$54.9K 0.51% 33
2024
Q2 		$9.66M Sell
100,334
-937
-0.9% -$90.3K 0.5% 36
2024
Q1 		$10.1M Sell
101,271
-6,131
-6% -$567K 0.54% 31
2023
Q4 		$9.61M Buy
107,402
+33
+0% +$2.74K 0.55% 31
2023
Q3 		$8.62M Buy
107,369
+186
+0.2% +$15.9K 0.59% 31
2023
Q2 		$9.54M Sell
107,183
-276
-0.3% -$23.3K 0.66% 28
2023
Q1 		$9.07M Sell
107,459
-205,671
-66% -$17M 0.69% 28
2022
Q4 		$24.5M Sell
313,130
-135,790
-30% -$10M 2.08% 15
2022
Q3 		$28.6M Sell
448,920
-12
-0% -$878 2.67% 12
2022
Q2 		$31.7M Buy
448,932
+769
+0.2% +$56.6K 2.77% 10
2022
Q1 		$34.5M Buy
448,163
+135,990
+44% +$10.9M 2.64% 14
2021
Q4 		$27.2M Sell
312,173
-466
-0.1% -$39K 2.11% 15
2021
Q3 		$25.7M Sell
312,639
-322
-0.1% -$28.3K 2.24% 14
2021
Q2 		$25.6M Sell
312,961
-761
-0.2% -$58.6K 2.25% 14
2021
Q1 		$21.5M Sell
313,722
-2,695
-0.9% -$176K 1.96% 15
2020
Q4 		$21.4M Sell
316,417
-2,689
-0.8% -$174K 2.27% 15
2020
Q3 		$19.9M Sell
319,106
-554
-0.2% -$33.9K 2.2% 14
2020
Q2 		$18.2M Buy
+319,660
New +$16.6M 2.26% 16

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

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

Connecticut Wealth Management reduced its Otis Worldwide (OTIS) stake by 5.7% in Q1 2026, selling an estimated $517K and leaving 97,611 shares worth $7.52M. The position accounts for 0.32% of the portfolio, ranked #44.

Connecticut Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $34.5M in Q1 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Connecticut Wealth Management held 97,611 shares of Otis Worldwide worth $7.52M as of Q1 2026.
  • Connecticut Wealth Management sold 5,913 Otis Worldwide shares in Q1 2026, an estimated $517K.
  • Otis Worldwide made up 0.32% of Connecticut Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Connecticut Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Connecticut Wealth Management's Otis Worldwide position peaked at $34.5M in Q1 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.