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Diversify Wealth Management’s Otis Worldwide OTIS Stock Holding History

Diversify 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 		$1.21M Buy
15,805
+3,208
+25% +$281K 0.02% 539
2025
Q4 		$1.13M Sell
12,597
-3,272
-21% -$293K 0.05% 300
2025
Q3 		$1.43M Buy
15,869
+860
+6% +$78.1K 0.08% 229
2025
Q2 		$1.32M Buy
15,009
+1,631
+12% +$157K 0.08% 236
2025
Q1 		$1.27M Buy
13,378
+1,615
+14% +$158K 0.09% 213
2024
Q4 		$1.07M Buy
11,763
+5,483
+87% +$550K 0.08% 208
2024
Q3 		$646K Buy
6,280
+717
+13% +$68.3K 0.06% 258
2024
Q2 		$520K Buy
+5,563
New +$536K 0.06% 267

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

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

Diversify Wealth Management increased its Otis Worldwide (OTIS) stake by 25% in Q1 2026, buying an estimated $281K and bringing the position to 15,805 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #539.

Diversify Wealth Management first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Diversify Wealth Management held 15,805 shares of Otis Worldwide worth $1.21M as of Q1 2026.
  • Diversify Wealth Management bought 3,208 Otis Worldwide shares in Q1 2026, an estimated $281K.
  • Otis Worldwide made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #539 holding.
  • Diversify Wealth Management first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's Otis Worldwide position peaked at $1.43M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.