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Defined Wealth Management’s Otis Worldwide OTIS Stock Holding History

Defined 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 		– Sell
-3,337
Closed -$291K – 112
2025
Q4 		$291K Sell
3,337
-1
-0% -$89 0.17% 95
2025
Q3 		$305K Sell
3,338
-22
-0.7% -$2K 0.18% 93
2025
Q2 		$333K Buy
3,360
+8
+0.2% +$772 0.21% 91
2025
Q1 		$346K Buy
3,352
+10
+0.3% +$977 0.23% 88
2024
Q4 		$310K Buy
3,342
+2
+0.1% +$201 0.21% 95
2024
Q3 		$347K Sell
3,340
-3
-0.1% -$286 0.23% 93
2024
Q2 		$322K Buy
3,343
+6
+0.2% +$578 0.22% 91
2024
Q1 		$331K Hold
3,337
– – 0.24% 90
2023
Q4 		$299K Buy
3,337
+22
+0.7% +$1.83K 0.23% 91
2023
Q3 		$266K Buy
3,315
+3
+0.1% +$257 0.23% 91
2023
Q2 		$295K Buy
3,312
+2
+0.1% +$168 0.25% 87
2023
Q1 		$279K Hold
3,310
– – 0.26% 85
2022
Q4 		$259K Hold
3,310
– – 0.24% 91
2022
Q3 		$211K Hold
3,310
– – 0.23% 87
2022
Q2 		$234K Hold
3,310
– – 0.24% 84
2022
Q1 		$255K Hold
3,310
– – 0.22% 88
2021
Q4 		$288K Hold
3,310
– – 0.24% 82
2021
Q3 		$272K Hold
3,310
– – 0.24% 83
2021
Q2 		$271K Hold
3,310
– – 0.24% 82
2021
Q1 		$227K Hold
3,310
– – 0.22% 86
2020
Q4 		$224K Buy
+3,310
New +$215K 0.22% 81

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

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

Defined Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 3,337 shares — an estimated $291K sold.

Defined Wealth Management first reported a position in OTIS in Q4 2020 and held it in 21 quarters. The position peaked at $347K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Defined Wealth Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Defined Wealth Management sold 3,337 Otis Worldwide shares in Q1 2026, an estimated $291K.
  • Defined Wealth Management first reported a position in Otis Worldwide in Q4 2020 and held it in 21 quarters.
  • Defined Wealth Management's Otis Worldwide position peaked at $347K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.