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Cranbrook Wealth Management’s Otis Worldwide OTIS Stock Holding History

Cranbrook 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 		$12.5K Hold
162
– – ﹤0.01% 277
2025
Q4 		$14.2K Hold
162
– – ﹤0.01% 274
2025
Q3 		$14.8K Hold
162
– – ﹤0.01% 275
2025
Q2 		$16K Hold
162
– – ﹤0.01% 261
2025
Q1 		$16.7K Hold
162
– – ﹤0.01% 240
2024
Q4 		$15K Hold
162
– – ﹤0.01% 244
2024
Q3 		$16.8K Sell
162
-125
-44% -$11.9K ﹤0.01% 235
2024
Q2 		$27.6K Buy
287
+250
+676% +$24.1K 0.01% 207
2024
Q1 		$3.67K Hold
37
– – ﹤0.01% 260
2023
Q4 		$3.31K Buy
+37
New +$3.08K ﹤0.01% 270
2021
Q1 		– Sell
-12
Closed -$1K – 406
2020
Q4 		$1K Buy
+12
New +$778 ﹤0.01% 309

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

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

Cranbrook Wealth Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 162 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Cranbrook Wealth Management first reported a position in OTIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $27.6K in Q2 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Cranbrook Wealth Management held 162 shares of Otis Worldwide worth $12.5K as of Q1 2026.
  • Cranbrook Wealth Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q1 2026, its #277 holding.
  • Cranbrook Wealth Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 11 quarters since.
  • Cranbrook Wealth Management's Otis Worldwide position peaked at $27.6K in Q2 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.