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

Evelyn Partners Investment 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	$83.2K	Sell	1,080 -485	-31%	-$42.4K	﹤0.01%	255
2025 Q4	$137K	Buy	1,565 +439	+39%	+$39.3K	﹤0.01%	224
2025 Q3	$103K	Sell	1,126 -46	-4%	-$4.18K	﹤0.01%	237
2025 Q2	$116K	Sell	1,172 -214	-15%	-$20.7K	﹤0.01%	229
2025 Q1	$143K	Buy	1,386 +156	+13%	+$15.2K	﹤0.01%	214
2024 Q4	$114K	Buy	+1,230	New	+$123K	﹤0.01%	227

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's OTIS Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Otis Worldwide (OTIS) stake by 31% in Q1 2026, selling an estimated $42.4K and leaving 1,080 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Evelyn Partners Investment Management first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $143K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Evelyn Partners Investment Management held 1,080 shares of Otis Worldwide worth $83.2K as of Q1 2026.
Evelyn Partners Investment Management sold 485 Otis Worldwide shares in Q1 2026, an estimated $42.4K.
Otis Worldwide made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #255 holding.
Evelyn Partners Investment Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Otis Worldwide position peaked at $143K in Q1 2025.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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