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Evelyn Partners Asset Management’s Otis Worldwide OTIS Stock Holding History

Evelyn Partners Asset 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 		$89.3K Buy
1,159
+560
+93% +$49K 0.02% 141
2025
Q4 		$52.3K Hold
599
– – 0.01% 152
2025
Q3 		$54.8K Hold
599
– – 0.01% 146
2025
Q2 		$59.3K Hold
599
– – 0.02% 129
2025
Q1 		$61.8K Buy
599
+407
+212% +$39.8K 0.02% 128
2024
Q4 		$17.8K Buy
+192
New +$19.3K ﹤0.01% 188

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

Evelyn Partners Asset Management's OTIS Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Otis Worldwide (OTIS) stake by 93% in Q1 2026, buying an estimated $49K and bringing the position to 1,159 shares worth $89.3K. The position accounts for 0.02% of the portfolio, ranked #141.

Evelyn Partners Asset Management first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Evelyn Partners Asset Management held 1,159 shares of Otis Worldwide worth $89.3K as of Q1 2026.
  • Evelyn Partners Asset Management bought 560 Otis Worldwide shares in Q1 2026, an estimated $49K.
  • Otis Worldwide made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #141 holding.
  • Evelyn Partners Asset Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.