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Flagship Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Flagship 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 		$36.4K Hold
368
– – 0.02% 215
2025
Q4 		$32.1K Hold
368
– – 0.01% 261
2025
Q3 		$33.6K Hold
368
– – 0.01% 252
2025
Q2 		$36.4K Hold
368
– – 0.01% 231
2025
Q1 		$38K Hold
368
– – 0.02% 221
2024
Q4 		$34.1K Buy
+368
New +$36.9K 0.02% 215

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

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

Flagship Wealth Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 368 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #215.

Flagship Wealth Advisors first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $38K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Flagship Wealth Advisors held 368 shares of Otis Worldwide worth $36.4K as of Q1 2026.
  • Flagship Wealth Advisors left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.02% of Flagship Wealth Advisors's portfolio in Q1 2026, its #215 holding.
  • Flagship Wealth Advisors first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Otis Worldwide position peaked at $38K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.