Financial Freedom LLC’s Otis Worldwide OTIS Stock Holding History

Financial Freedom LLC’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	$2.19K	Hold	28	–	–	﹤0.01%	391
2025 Q4	$2.47K	Hold	28	–	–	﹤0.01%	311
2025 Q3	$2.57K	Hold	28	–	–	﹤0.01%	329
2025 Q2	$2.77K	Hold	28	–	–	﹤0.01%	324
2025 Q1	$2.88K	Hold	28	–	–	﹤0.01%	332
2024 Q4	$2.57K	Hold	28	–	–	﹤0.01%	333
2024 Q3	$2.88K	Hold	28	–	–	﹤0.01%	326
2024 Q2	$2.65K	Buy	28 +1	+4%	+$96	﹤0.01%	334
2024 Q1	$2.73K	Hold	27	–	–	﹤0.01%	326
2023 Q4	$2.45K	Hold	27	–	–	﹤0.01%	327
2023 Q3	$2.19K	Hold	27	–	–	﹤0.01%	339
2023 Q2	$2.42K	Hold	27	–	–	﹤0.01%	349
2023 Q1	$2.28K	Hold	27	–	–	﹤0.01%	350
2022 Q4	$2.11K	Buy	+27	New	+$1.99K	﹤0.01%	351

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

Financial Freedom LLC's OTIS Position: Q1 2026 in Review

Financial Freedom LLC held its Otis Worldwide (OTIS) position steady in Q1 2026 at 28 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Financial Freedom LLC first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.88K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Financial Freedom LLC held 28 shares of Otis Worldwide worth $2.19K as of Q1 2026.
Financial Freedom LLC left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #391 holding.
Financial Freedom LLC first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Otis Worldwide position peaked at $2.88K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.