Focus Partners Wealth
OTIS icon

Focus Partners Wealth’s Otis Worldwide OTIS Stock Holding History

Focus Partners Wealth’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 		$12.9M Buy
167,448
+50,705
+43% +$4.44M 0.01% 637
2025
Q4 		$10.2M Buy
116,743
+58,524
+101% +$5.24M 0.01% 688
2025
Q3 		$5.32M Buy
58,219
+20,135
+53% +$1.83M 0.01% 727
2025
Q2 		$3.77M Buy
38,084
+2,117
+6% +$204K 0.01% 757
2025
Q1 		$3.71M Buy
35,967
+1,581
+5% +$154K 0.01% 710
2024
Q4 		$3.18M Buy
34,386
+11,615
+51% +$1.16M 0.01% 736
2024
Q3 		$2.37M Sell
22,771
-2,026
-8% -$193K 0.01% 737
2024
Q2 		$2.39M Buy
24,797
+5,330
+27% +$514K 0.01% 625
2024
Q1 		$1.93M Buy
19,467
+4,339
+29% +$401K 0.02% 489
2023
Q4 		$1.35M Buy
+15,128
New +$1.26M 0.02% 403

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

Focus Partners Wealth's OTIS Position: Q1 2026 in Review

Focus Partners Wealth increased its Otis Worldwide (OTIS) stake by 43% in Q1 2026, buying an estimated $4.44M and bringing the position to 167,448 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #637.

Focus Partners Wealth first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Focus Partners Wealth held 167,448 shares of Otis Worldwide worth $12.9M as of Q1 2026.
  • Focus Partners Wealth bought 50,705 Otis Worldwide shares in Q1 2026, an estimated $4.44M.
  • Otis Worldwide made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #637 holding.
  • Focus Partners Wealth first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.