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Evolve Private Wealth’s Otis Worldwide OTIS Stock Holding History

Evolve Private Wealth’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 		– Sell
-4,594
Closed -$401K – 1041
2025
Q4 		$401K Buy
+4,594
New +$411K 0.02% 620

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

Evolve Private Wealth's OTIS Position: Q1 2026 in Review

Evolve Private Wealth sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 4,594 shares — an estimated $401K sold.

Evolve Private Wealth first reported a position in OTIS in Q4 2025 and held it in 1 quarter. The position peaked at $401K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Evolve Private Wealth reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 4,594 Otis Worldwide shares in Q1 2026, an estimated $401K.
  • Evolve Private Wealth first reported a position in Otis Worldwide in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Otis Worldwide position peaked at $401K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.