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Golden State Equity Partners’s Otis Worldwide OTIS Stock Holding History

Golden State Equity 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 		$17.4K Buy
+226
New +$19.8K ﹤0.01% 1131
2024
Q4 		– Sell
-295
Closed -$30.7K – 735
2024
Q3 		$30.7K Buy
+295
New +$28.1K 0.02% 457

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VCM
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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

Golden State Equity Partners's OTIS Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Otis Worldwide (OTIS) in Q1 2026: 226 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in OTIS as recently as Q3 2024.

Golden State Equity Partners first reported a position in OTIS in Q3 2024 and has held it in 2 quarters since. The position peaked at $30.7K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Golden State Equity Partners held 226 shares of Otis Worldwide worth $17.4K as of Q1 2026.
  • Otis Worldwide was a new Golden State Equity Partners position in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1131 holding.
  • Golden State Equity Partners first reported a position in Otis Worldwide in Q3 2024 and has held it in 2 quarters since.
  • Golden State Equity Partners's Otis Worldwide position peaked at $30.7K in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.