DWP
OTIS icon

Destiny Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Destiny 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 		$118K Buy
+1,526
New +$134K 0.01% 310
2022
Q3 		– Sell
-98
Closed -$7K – 613
2022
Q2 		$7K Buy
+98
New +$7.22K ﹤0.01% 480

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

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

Destiny Wealth Partners opened a new position in Otis Worldwide (OTIS) in Q1 2026: 1,526 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in OTIS as recently as Q2 2022.

Destiny Wealth Partners first reported a position in OTIS in Q2 2022 and has held it in 2 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Destiny Wealth Partners held 1,526 shares of Otis Worldwide worth $118K as of Q1 2026.
  • Otis Worldwide was a new Destiny Wealth Partners position in Q1 2026.
  • Otis Worldwide made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #310 holding.
  • Destiny Wealth Partners first reported a position in Otis Worldwide in Q2 2022 and has held it in 2 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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