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CreativeOne Wealth’s Otis Worldwide OTIS Stock Holding History

CreativeOne Wealth’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 		$261K Buy
3,391
+460
+16% +$40.2K 0.01% 1028
2025
Q4 		$256K Sell
2,931
-147
-5% -$13.2K 0.01% 1025
2025
Q3 		$281K Buy
3,078
+331
+12% +$30K 0.01% 978
2025
Q2 		$272K Sell
2,747
-22
-0.8% -$2.12K 0.01% 961
2025
Q1 		$286K Sell
2,769
-148
-5% -$14.5K 0.01% 883
2024
Q4 		$270K Buy
2,917
+707
+32% +$70.9K 0.01% 921
2024
Q3 		$230K Buy
+2,210
New +$211K 0.01% 863
2024
Q2 		– Sell
-2,904
Closed -$288K – 875
2024
Q1 		$288K Buy
+2,904
New +$268K 0.01% 732
2023
Q3 		– Sell
-2,682
Closed -$239K – 752
2023
Q2 		$239K Buy
2,682
+168
+7% +$14.2K 0.01% 716
2023
Q1 		$212K Sell
2,514
-2,424
-49% -$201K 0.01% 736
2022
Q4 		$387K Buy
+4,938
New +$365K 0.02% 500
2022
Q3 		– Sell
-6,827
Closed -$482K – 752
2022
Q2 		$482K Buy
6,827
+1,244
+22% +$91.6K 0.03% 428
2022
Q1 		$430K Buy
5,583
+305
+6% +$24.4K 0.02% 471
2021
Q4 		$460K Buy
5,278
+270
+5% +$22.6K 0.02% 475
2021
Q3 		$412K Buy
5,008
+371
+8% +$32.6K 0.02% 458
2021
Q2 		$379K Buy
+4,637
New +$357K 0.02% 464

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

CreativeOne Wealth's OTIS Position: Q1 2026 in Review

CreativeOne Wealth increased its Otis Worldwide (OTIS) stake by 16% in Q1 2026, buying an estimated $40.2K and bringing the position to 3,391 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #1028.

CreativeOne Wealth first reported a position in OTIS in Q2 2021 and has held it in 16 quarters since. The position peaked at $482K in Q2 2022. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • CreativeOne Wealth held 3,391 shares of Otis Worldwide worth $261K as of Q1 2026.
  • CreativeOne Wealth bought 460 Otis Worldwide shares in Q1 2026, an estimated $40.2K.
  • Otis Worldwide made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1028 holding.
  • CreativeOne Wealth first reported a position in Otis Worldwide in Q2 2021 and has held it in 16 quarters since.
  • CreativeOne Wealth's Otis Worldwide position peaked at $482K in Q2 2022.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.