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Heritage Wealth Management (Ohio)’s Otis Worldwide OTIS Stock Holding History

Heritage Wealth Management (Ohio)’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 		$213K Sell
2,767
-50
-2% -$4.38K 0.11% 146
2025
Q4 		$246K Sell
2,817
-200
-7% -$17.9K 0.07% 227
2025
Q3 		$276K Hold
3,017
– – 0.08% 200
2025
Q2 		$299K Hold
3,017
– – 0.1% 185
2025
Q1 		$311K Hold
3,017
– – 0.11% 178
2024
Q4 		$279K Sell
3,017
-100
-3% -$10K 0.09% 194
2024
Q3 		$324K Hold
3,117
– – 0.11% 175
2024
Q2 		$302K Buy
+3,117
New +$300K 0.1% 176

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

Heritage Wealth Management (Ohio)'s OTIS Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Otis Worldwide (OTIS) stake by 1.8% in Q1 2026, selling an estimated $4.38K and leaving 2,767 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #146.

Heritage Wealth Management (Ohio) first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $324K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 2,767 shares of Otis Worldwide worth $213K as of Q1 2026.
  • Heritage Wealth Management (Ohio) sold 50 Otis Worldwide shares in Q1 2026, an estimated $4.38K.
  • Otis Worldwide made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #146 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Otis Worldwide position peaked at $324K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.