Envestnet Portfolio Solutions
OTIS icon

Envestnet Portfolio Solutions’s Otis Worldwide OTIS Stock Holding History

Envestnet Portfolio Solutions’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 		$894K Sell
11,604
-6,000
-34% -$525K 0.01% 671
2025
Q4 		$1.54M Sell
17,604
-1,675
-9% -$150K 0.01% 621
2025
Q3 		$1.76M Buy
19,279
+2,542
+15% +$231K 0.01% 560
2025
Q2 		$1.66M Sell
16,737
-2,066
-11% -$199K 0.01% 622
2025
Q1 		$1.94M Sell
18,803
-5,810
-24% -$568K 0.01% 591
2024
Q4 		$2.28M Buy
24,613
+1,243
+5% +$125K 0.01% 622
2024
Q3 		$2.43M Buy
23,370
+1,442
+7% +$137K 0.01% 599
2024
Q2 		$2.11M Sell
21,928
-905
-4% -$87.2K 0.01% 618
2024
Q1 		$2.27M Buy
22,833
+4,104
+22% +$379K 0.01% 595
2023
Q4 		$1.68M Buy
18,729
+1,501
+9% +$125K 0.01% 635
2023
Q3 		$1.38M Buy
+17,228
New +$1.47M 0.01% 660

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