Financial Gravity Asset Management’s Otis Worldwide OTIS Stock Holding History

Financial Gravity Asset 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	$5.4K	Buy	70 +22	+46%	+$1.93K	﹤0.01%	650
2025 Q4	$4.19K	Hold	48	–	–	﹤0.01%	566
2025 Q3	$4.39K	Buy	+48	New	+$4.36K	﹤0.01%	698
2025 Q1	$7.22K	Buy	+70	New	+$6.84K	﹤0.01%	667
2024 Q2	$4.62K	Sell	48 -59	-55%	-$5.69K	﹤0.01%	611
2024 Q1	$10.1K	Sell	107 -133	-55%	-$12.3K	﹤0.01%	712
2023 Q4	$49.2K	Buy	240 +48	+25%	+$3.99K	﹤0.01%	585
2023 Q3	$44.9K	Buy	+192	New	+$16.4K	﹤0.01%	508
2022 Q1	–	Sell	-2,088	Closed	-$10.2K	–	982
2021 Q4	$10.2K	Buy	2,088 +1,968	+1,640%	+$165K	0.23%	117
2021 Q3	$82K	Buy	+120	New	+$10.6K	0.04%	408

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 Gravity Asset Management's OTIS Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Otis Worldwide (OTIS) stake by 46% in Q1 2026, buying an estimated $1.93K and bringing the position to 70 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Financial Gravity Asset Management first reported a position in OTIS in Q3 2021 and has held it in 10 quarters since. The position peaked at $82K in Q3 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Financial Gravity Asset Management held 70 shares of Otis Worldwide worth $5.4K as of Q1 2026.
Financial Gravity Asset Management bought 22 Otis Worldwide shares in Q1 2026, an estimated $1.93K.
Otis Worldwide made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #650 holding.
Financial Gravity Asset Management first reported a position in Otis Worldwide in Q3 2021 and has held it in 10 quarters since.
Financial Gravity Asset Management's Otis Worldwide position peaked at $82K in Q3 2021.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.