GWM
OTIS icon

GSB Wealth Management’s Otis Worldwide OTIS Stock Holding History

GSB Wealth 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 		$277K Sell
3,597
-6
-0.2% -$525 0.06% 191
2025
Q4 		$315K Buy
3,603
+14
+0.4% +$1.25K 0.07% 178
2025
Q3 		$328K Sell
3,589
-11
-0.3% -$999 0.07% 174
2025
Q2 		$356K Sell
3,600
-11
-0.3% -$1.06K 0.09% 173
2025
Q1 		$373K Buy
3,611
+23
+0.6% +$2.25K 0.1% 157
2024
Q4 		$332K Buy
3,588
+13
+0.4% +$1.3K 0.09% 169
2024
Q3 		$372K Buy
3,575
+4
+0.1% +$381 0.1% 160
2024
Q2 		$344K Sell
3,571
-13
-0.4% -$1.25K 0.09% 165
2024
Q1 		$356K Buy
3,584
+333
+10% +$30.8K 0.1% 161
2023
Q4 		$291K Buy
3,251
+3
+0.1% +$249 0.09% 169
2023
Q3 		$261K Buy
3,248
+19
+0.6% +$1.63K 0.09% 167
2023
Q2 		$287K Buy
+3,229
New +$272K 0.09% 169
2022
Q1 		– Sell
-2,450
Closed -$213K – 226
2021
Q4 		$213K Buy
+2,450
New +$205K 0.06% 221
2021
Q3 		– Sell
-2,580
Closed -$211K – 196
2021
Q2 		$211K Buy
+2,580
New +$199K 0.07% 216

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

GSB Wealth Management's OTIS Position: Q1 2026 in Review

GSB Wealth Management reduced its Otis Worldwide (OTIS) stake by 0.17% in Q1 2026, selling an estimated $525 and leaving 3,597 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #191.

GSB Wealth Management first reported a position in OTIS in Q2 2021 and has held it in 14 quarters since. The position peaked at $373K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • GSB Wealth Management held 3,597 shares of Otis Worldwide worth $277K as of Q1 2026.
  • GSB Wealth Management sold 6 Otis Worldwide shares in Q1 2026, an estimated $525.
  • Otis Worldwide made up 0.06% of GSB Wealth Management's portfolio in Q1 2026, its #191 holding.
  • GSB Wealth Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 14 quarters since.
  • GSB Wealth Management's Otis Worldwide position peaked at $373K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.