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IHT Wealth Management’s Otis Worldwide OTIS Stock Holding History

IHT 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 		$207K Sell
2,684
-361
-12% -$31.6K ﹤0.01% 1183
2025
Q4 		$266K Sell
3,045
-64
-2% -$5.73K 0.01% 1008
2025
Q3 		$284K Sell
3,109
-112
-3% -$10.2K 0.01% 955
2025
Q2 		$319K Sell
3,221
-1,470
-31% -$142K 0.01% 861
2025
Q1 		$484K Sell
4,691
-75
-2% -$7.33K 0.02% 684
2024
Q4 		$441K Sell
4,766
-698
-13% -$70K 0.01% 724
2024
Q3 		$568K Buy
5,464
+935
+21% +$89.1K 0.02% 682
2024
Q2 		$436K Buy
4,529
+452
+11% +$43.6K 0.02% 674
2024
Q1 		$405K Buy
4,077
+15
+0.4% +$1.39K 0.02% 702
2023
Q4 		$363K Sell
4,062
-257
-6% -$21.4K 0.02% 695
2023
Q3 		$347K Buy
+4,319
New +$369K 0.02% 671

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

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

IHT Wealth Management reduced its Otis Worldwide (OTIS) stake by 12% in Q1 2026, selling an estimated $31.6K and leaving 2,684 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

IHT Wealth Management first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $568K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • IHT Wealth Management held 2,684 shares of Otis Worldwide worth $207K as of Q1 2026.
  • IHT Wealth Management sold 361 Otis Worldwide shares in Q1 2026, an estimated $31.6K.
  • Otis Worldwide made up ﹤0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1183 holding.
  • IHT Wealth Management first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
  • IHT Wealth Management's Otis Worldwide position peaked at $568K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.