Financial Network Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Financial Network Wealth Advisors’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	$30.8K	Sell	400 -14	-3%	-$1.23K	0.03%	337
2025 Q4	$36.2K	Hold	414	–	–	0.04%	313
2025 Q3	$37.9K	Hold	414	–	–	0.04%	304
2025 Q2	$41K	Hold	414	–	–	0.05%	279
2025 Q1	$42.7K	Buy	414 +14	+4%	+$1.37K	0.06%	265
2024 Q4	$37K	Sell	400 -8	-2%	-$802	0.07%	215
2024 Q3	$42.4K	Buy	408 +8	+2%	+$762	0.04%	297
2024 Q2	$38.5K	Buy	+400	New	+$38.5K	0.03%	333

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 Network Wealth Advisors's OTIS Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 3.4% in Q1 2026, selling an estimated $1.23K and leaving 400 shares worth $30.8K. The position accounts for 0.03% of the portfolio, ranked #337.

Financial Network Wealth Advisors first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $42.7K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Financial Network Wealth Advisors held 400 shares of Otis Worldwide worth $30.8K as of Q1 2026.
Financial Network Wealth Advisors sold 14 Otis Worldwide shares in Q1 2026, an estimated $1.23K.
Otis Worldwide made up 0.03% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #337 holding.
Financial Network Wealth Advisors first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Otis Worldwide position peaked at $42.7K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.