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HB Wealth Management’s Otis Worldwide OTIS Stock Holding History

HB 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 		$886K Sell
11,489
-5,096
-31% -$446K 0.01% 713
2025
Q4 		$1.45M Sell
16,585
-921
-5% -$82.4K 0.01% 509
2025
Q3 		$1.6M Buy
17,506
+2,553
+17% +$232K 0.01% 474
2025
Q2 		$1.48M Sell
14,953
-5,362
-26% -$518K 0.01% 438
2025
Q1 		$2.1M Buy
20,315
+4,106
+25% +$401K 0.02% 374
2024
Q4 		$1.5M Buy
16,209
+691
+4% +$69.3K 0.02% 341
2024
Q3 		$1.61M Buy
15,518
+5,030
+48% +$479K 0.02% 305
2024
Q2 		$1.01M Buy
10,488
+3,479
+50% +$335K 0.01% 368
2024
Q1 		$696K Sell
7,009
-593
-8% -$54.8K 0.01% 413
2023
Q4 		$680K Sell
7,602
-704
-8% -$58.5K 0.01% 387
2023
Q3 		$667K Buy
8,306
+1,684
+25% +$144K 0.01% 369
2023
Q2 		$589K Sell
6,622
-14
-0.2% -$1.18K 0.01% 381
2023
Q1 		$560K Buy
6,636
+463
+8% +$38.3K 0.01% 389
2022
Q4 		$483K Buy
6,173
+692
+13% +$51.1K 0.01% 400
2022
Q3 		$350K Buy
5,481
+366
+7% +$26.8K 0.01% 406
2022
Q2 		$361K Buy
5,115
+380
+8% +$28K 0.01% 402
2022
Q1 		$364K Buy
+4,735
New +$378K 0.01% 406

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

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

HB Wealth Management reduced its Otis Worldwide (OTIS) stake by 31% in Q1 2026, selling an estimated $446K and leaving 11,489 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #713.

HB Wealth Management first reported a position in OTIS in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.1M in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • HB Wealth Management held 11,489 shares of Otis Worldwide worth $886K as of Q1 2026.
  • HB Wealth Management sold 5,096 Otis Worldwide shares in Q1 2026, an estimated $446K.
  • Otis Worldwide made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #713 holding.
  • HB Wealth Management first reported a position in Otis Worldwide in Q1 2022 and has held it in 17 quarters since.
  • HB Wealth Management's Otis Worldwide position peaked at $2.1M in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.