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Gen-Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Gen-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 		$79K Hold
1,025
– – 0.02% 359
2025
Q4 		$89.5K Hold
1,025
– – 0.03% 340
2025
Q3 		$93.7K Hold
1,025
– – 0.03% 326
2025
Q2 		$101K Hold
1,025
– – 0.04% 282
2025
Q1 		$106K Hold
1,025
– – 0.04% 271
2024
Q4 		$94.9K Hold
1,025
– – 0.04% 291
2024
Q3 		$101K Hold
1,025
– – 0.04% 283
2024
Q2 		$98.7K Hold
1,025
– – 0.05% 283
2024
Q1 		$102K Buy
+1,025
New +$94.7K 0.05% 297

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

Gen-Wealth Partners's OTIS Position: Q1 2026 in Review

Gen-Wealth Partners held its Otis Worldwide (OTIS) position steady in Q1 2026 at 1,025 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #359.

Gen-Wealth Partners first reported a position in OTIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $106K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Gen-Wealth Partners held 1,025 shares of Otis Worldwide worth $79K as of Q1 2026.
  • Gen-Wealth Partners left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.02% of Gen-Wealth Partners's portfolio in Q1 2026, its #359 holding.
  • Gen-Wealth Partners first reported a position in Otis Worldwide in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Otis Worldwide position peaked at $106K in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.