Daymark Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Daymark Wealth Partners’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	$743K	Buy	9,636 +486	+5%	+$42.5K	0.02%	346
2025 Q4	$799K	Buy	9,150 +1,458	+19%	+$130K	0.03%	315
2025 Q3	$703K	Sell	7,692 -424	-5%	-$38.5K	0.02%	322
2025 Q2	$804K	Sell	8,116 -558	-6%	-$53.9K	0.03%	289
2025 Q1	$895K	Buy	8,674 +788	+10%	+$77K	0.04%	256
2024 Q4	$730K	Buy	7,886 +371	+5%	+$37.2K	0.03%	277
2024 Q3	$781K	Buy	7,515 +80	+1%	+$7.62K	0.03%	277
2024 Q2	$716K	Sell	7,435 -193	-3%	-$18.6K	0.03%	281
2024 Q1	$757K	Sell	7,628 -779	-9%	-$72K	0.04%	227
2023 Q4	$752K	Buy	8,407 +72	+0.9%	+$5.99K	0.05%	215
2023 Q3	$669K	Buy	8,335 +1,270	+18%	+$109K	0.05%	210
2023 Q2	$629K	Buy	7,065 +3,558	+101%	+$300K	0.05%	210
2023 Q1	$296K	Sell	3,507 -82	-2%	-$6.79K	0.04%	240
2022 Q4	$281K	Buy	+3,589	New	+$265K	0.05%	189

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

Daymark Wealth Partners's OTIS Position: Q1 2026 in Review

Daymark Wealth Partners increased its Otis Worldwide (OTIS) stake by 5.3% in Q1 2026, buying an estimated $42.5K and bringing the position to 9,636 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #346.

Daymark Wealth Partners first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $895K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Daymark Wealth Partners held 9,636 shares of Otis Worldwide worth $743K as of Q1 2026.
Daymark Wealth Partners bought 486 Otis Worldwide shares in Q1 2026, an estimated $42.5K.
Otis Worldwide made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #346 holding.
Daymark Wealth Partners first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's Otis Worldwide position peaked at $895K in Q1 2025.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.