Evelyn Partners Investment Management Services’s Otis Worldwide OTIS Stock Holding History

Evelyn Partners Investment Management Services’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	$67.7K	Hold	878	–	–	0.01%	168
2025 Q4	$76.7K	Buy	878 +16	+2%	+$1.43K	0.01%	158
2025 Q3	$78.8K	Hold	862	–	–	0.01%	157
2025 Q2	$85.4K	Hold	862	–	–	0.01%	148
2025 Q1	$89K	Buy	862 +415	+93%	+$40.5K	0.01%	139
2024 Q4	$41.4K	Buy	+447	New	+$44.8K	0.01%	178

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Evelyn Partners Investment Management Services held its Otis Worldwide (OTIS) position steady in Q1 2026 at 878 shares worth $67.7K. The position accounts for 0.01% of the portfolio, ranked #168.

Evelyn Partners Investment Management Services first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $89K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Evelyn Partners Investment Management Services held 878 shares of Otis Worldwide worth $67.7K as of Q1 2026.
Evelyn Partners Investment Management Services left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #168 holding.
Evelyn Partners Investment Management Services first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Otis Worldwide position peaked at $89K in Q1 2025.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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