Gateway Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Gateway Wealth Partners’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	$397K	Buy	+5,151	New	+$451K	0.02%	650
2025 Q3	–	Sell	-5,241	Closed	-$519K	–	418
2025 Q2	$519K	Buy	5,241 +1	+0%	+$97	0.1%	196
2025 Q1	$541K	Hold	5,240	–	–	0.12%	175
2024 Q4	$485K	Buy	+5,240	New	+$525K	0.13%	169
2023 Q3	–	Sell	-2,301	Closed	-$205K	–	268
2023 Q2	$205K	Buy	+2,301	New	+$194K	0.04%	232

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

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

Gateway Wealth Partners opened a new position in Otis Worldwide (OTIS) in Q1 2026: 5,151 shares worth $397K. The stake represents 0.02% of the portfolio and ranks #650 among its holdings. This is a return to the name: Gateway Wealth Partners previously reported a position in OTIS as recently as Q2 2025.

Gateway Wealth Partners first reported a position in OTIS in Q2 2023 and has held it in 5 quarters since. The position peaked at $541K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Gateway Wealth Partners held 5,151 shares of Otis Worldwide worth $397K as of Q1 2026.
Otis Worldwide was a new Gateway Wealth Partners position in Q1 2026.
Otis Worldwide made up 0.02% of Gateway Wealth Partners's portfolio in Q1 2026, its #650 holding.
Gateway Wealth Partners first reported a position in Otis Worldwide in Q2 2023 and has held it in 5 quarters since.
Gateway Wealth Partners's Otis Worldwide position peaked at $541K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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