Guardian Wealth Management (Illinois)’s Otis Worldwide OTIS Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q1	–	Sell	-13	Closed	-$1.18K	–	236
2024 Q4	$1.18K	Hold	13	–	–	﹤0.01%	224
2024 Q3	$1.35K	Hold	13	–	–	﹤0.01%	229
2024 Q2	$1.21K	Hold	13	–	–	﹤0.01%	228
2024 Q1	$1.25K	Hold	13	–	–	﹤0.01%	219
2023 Q4	$1.12K	Buy	13 +1	+8%	+$83	﹤0.01%	229
2023 Q3	$1K	Hold	12	–	–	﹤0.01%	211
2023 Q2	$1.1K	Hold	12	–	–	﹤0.01%	211
2023 Q1	$1.04K	Hold	12	–	–	﹤0.01%	224
2022 Q4	$965	Hold	12	–	–	﹤0.01%	230
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	223
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	211
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	219
2021 Q4	$1K	Buy	+12	New	+$1K	﹤0.01%	215

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Guardian Wealth Management (Illinois)'s OTIS Position: Q1 2025 in Review

Guardian Wealth Management (Illinois) sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 13 shares — an estimated $1.18K sold.

Guardian Wealth Management (Illinois) first reported a position in OTIS in Q4 2021 and held it in 13 quarters. The position peaked at $1.35K in Q3 2024. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Guardian Wealth Management (Illinois) reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 13 Otis Worldwide shares in Q1 2025, an estimated $1.18K.
Guardian Wealth Management (Illinois) first reported a position in Otis Worldwide in Q4 2021 and held it in 13 quarters.
Guardian Wealth Management (Illinois)'s Otis Worldwide position peaked at $1.35K in Q3 2024.
1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2025, filed 6 May 2025.