Evermay Wealth Management’s Otis Worldwide OTIS Stock Holding History

Evermay 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	$63.4K	Hold	822	–	–	0.01%	297
2025 Q4	$71.8K	Hold	822	–	–	0.01%	291
2025 Q3	$75.2K	Hold	822	–	–	0.01%	293
2025 Q2	$81.4K	Hold	822	–	–	0.01%	285
2025 Q1	$84.8K	Hold	822	–	–	0.01%	279
2024 Q4	$76.1K	Hold	822	–	–	0.01%	282
2024 Q3	$85.4K	Sell	822 -50	-6%	-$4.76K	0.01%	283
2024 Q2	$83.9K	Hold	872	–	–	0.01%	284
2024 Q1	$86.6K	Buy	872 +46	+6%	+$4.25K	0.01%	293
2023 Q4	$73.9K	Buy	826 +4	+0.5%	+$333	0.01%	287
2023 Q3	$66K	Hold	822	–	–	0.01%	278
2023 Q2	$73.2K	Sell	822 -1	-0.1%	-$84	0.01%	274
2023 Q1	$69.5K	Hold	823	–	–	0.01%	272
2022 Q4	$64.4K	Sell	823 -450	-35%	-$33.2K	0.01%	274
2022 Q3	$81K	Hold	1,273	–	–	0.02%	237
2022 Q2	$90K	Hold	1,273	–	–	0.02%	227
2022 Q1	$98K	Buy	1,273 +305	+32%	+$24.4K	0.02%	254
2021 Q4	$84K	Hold	968	–	–	0.02%	235
2021 Q3	$80K	Hold	968	–	–	0.02%	231
2021 Q2	$79K	Buy	+968	New	+$74.5K	0.01%	237

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

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

Evermay Wealth Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 822 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #297.

Evermay Wealth Management first reported a position in OTIS in Q2 2021 and has held it in 20 quarters since. The position peaked at $98K in Q1 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Evermay Wealth Management held 822 shares of Otis Worldwide worth $63.4K as of Q1 2026.
Evermay Wealth Management left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #297 holding.
Evermay Wealth Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Otis Worldwide position peaked at $98K in Q1 2022.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.