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Forum Financial Management’s Otis Worldwide OTIS Stock Holding History

Forum Financial 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 		– Sell
-3,092
Closed -$270K – 786
2025
Q4 		$270K Sell
3,092
-279
-8% -$25K ﹤0.01% 806
2025
Q3 		$308K Buy
3,371
+305
+10% +$27.7K ﹤0.01% 722
2025
Q2 		$304K Buy
3,066
+111
+4% +$10.7K ﹤0.01% 663
2025
Q1 		$305K Buy
2,955
+62
+2% +$6.06K 0.01% 582
2024
Q4 		$268K Buy
2,893
+311
+12% +$31.2K ﹤0.01% 685
2024
Q3 		$268K Buy
2,582
+5
+0.2% +$476 ﹤0.01% 571
2024
Q2 		$248K Buy
2,577
+2
+0.1% +$193 ﹤0.01% 561
2024
Q1 		$256K Sell
2,575
-448
-15% -$41.4K ﹤0.01% 578
2023
Q4 		$270K Sell
3,023
-453
-13% -$37.7K 0.01% 502
2023
Q3 		$279K Hold
3,476
– – 0.01% 443
2023
Q2 		$309K Buy
3,476
+427
+14% +$36K 0.01% 422
2023
Q1 		$257K Hold
3,049
– – 0.01% 456
2022
Q4 		$239K Buy
+3,049
New +$225K 0.01% 479
2022
Q3 		– Sell
-2,975
Closed -$210K – 591
2022
Q2 		$210K Buy
2,975
+81
+3% +$5.97K 0.01% 506
2022
Q1 		$222K Buy
2,894
+455
+19% +$36.4K 0.01% 524
2021
Q4 		$212K Buy
+2,439
New +$204K 0.01% 591

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Forum Financial Management's OTIS Position: Q1 2026 in Review

Forum Financial Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 3,092 shares — an estimated $270K sold.

Forum Financial Management first reported a position in OTIS in Q4 2021 and held it in 16 quarters. The position peaked at $309K in Q2 2023. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Forum Financial Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,092 Otis Worldwide shares in Q1 2026, an estimated $270K.
  • Forum Financial Management first reported a position in Otis Worldwide in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Otis Worldwide position peaked at $309K in Q2 2023.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.