HNW
OTIS icon

High Note Wealth’s Otis Worldwide OTIS Stock Holding History

High Note Wealth’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 		$6.86K Buy
89
+9
+11% +$787 ﹤0.01% 441
2025
Q4 		$6.99K Sell
80
-1
-1% -$89 ﹤0.01% 402
2025
Q3 		$7.41K Buy
81
+3
+4% +$272 ﹤0.01% 359
2025
Q2 		$7.72K Hold
78
– – ﹤0.01% 333
2025
Q1 		$8.05K Hold
78
– – ﹤0.01% 316
2024
Q4 		$7.22K Buy
+78
New +$7.82K ﹤0.01% 338

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

High Note Wealth's OTIS Position: Q1 2026 in Review

High Note Wealth increased its Otis Worldwide (OTIS) stake by 11% in Q1 2026, buying an estimated $787 and bringing the position to 89 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

High Note Wealth first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.05K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • High Note Wealth held 89 shares of Otis Worldwide worth $6.86K as of Q1 2026.
  • High Note Wealth bought 9 Otis Worldwide shares in Q1 2026, an estimated $787.
  • Otis Worldwide made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #441 holding.
  • High Note Wealth first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Otis Worldwide position peaked at $8.05K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.