Intelligent Financial Strategies’s Otis Worldwide OTIS Stock Holding History

Intelligent Financial Strategies’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	–	Sell	-316	Closed	-$27.6K	–	67
2025 Q4	$27.6K	Hold	316	–	–	0.01%	60
2025 Q3	$28.9K	Hold	316	–	–	0.01%	60
2025 Q2	$31.3K	Hold	316	–	–	0.02%	64
2025 Q1	$32.6K	Hold	316	–	–	0.02%	66
2024 Q4	$29.3K	Hold	316	–	–	0.02%	66
2024 Q3	$32.8K	Hold	316	–	–	0.02%	68
2024 Q2	$30.4K	Hold	316	–	–	0.02%	68
2024 Q1	$31.4K	Hold	316	–	–	0.02%	74
2023 Q4	$28.3K	Hold	316	–	–	0.02%	63
2023 Q3	$25.4K	Hold	316	–	–	0.02%	76
2023 Q2	$28.1K	Hold	316	–	–	0.02%	74
2023 Q1	$26.7K	Hold	316	–	–	0.02%	77
2022 Q4	$24.7K	Hold	316	–	–	0.02%	82
2022 Q3	$20K	Hold	316	–	–	0.02%	81
2022 Q2	$22K	Hold	316	–	–	0.02%	79
2022 Q1	$24K	Hold	316	–	–	0.02%	90
2021 Q4	$28K	Buy	+316	New	+$26.5K	0.03%	87

Other funds holding OTIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Intelligent Financial Strategies's OTIS Position: Q1 2026 in Review

Intelligent Financial Strategies sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 316 shares — an estimated $27.6K sold.

Intelligent Financial Strategies first reported a position in OTIS in Q4 2021 and held it in 17 quarters. The position peaked at $32.8K in Q3 2024. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Intelligent Financial Strategies reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Intelligent Financial Strategies sold 316 Otis Worldwide shares in Q1 2026, an estimated $27.6K.
Intelligent Financial Strategies first reported a position in Otis Worldwide in Q4 2021 and held it in 17 quarters.
Intelligent Financial Strategies's Otis Worldwide position peaked at $32.8K in Q3 2024.
1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.