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

Financial Network 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
2025 Q1	$11K	Buy	+111	New	+$10.8K	﹤0.01%	319

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Network Wealth Management's OTIS Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Otis Worldwide (OTIS) in Q1 2025: 111 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings.

1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Financial Network Wealth Management held 111 shares of Otis Worldwide worth $11K as of Q1 2025.
Otis Worldwide was a new Financial Network Wealth Management position in Q1 2025.
Otis Worldwide made up ﹤0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #319 holding.
1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.