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Jackson Grant Investment Advisers’s Otis Worldwide OTIS Stock Holding History

Jackson Grant Investment Advisers’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 		$35.9K Buy
466
+2
+0.4% +$175 0.01% 220
2025
Q4 		$40.5K Sell
464
-42
-8% -$3.76K 0.01% 214
2025
Q3 		$46.2K Buy
506
+2
+0.4% +$182 0.02% 205
2025
Q2 		$49.9K Buy
504
+2
+0.4% +$193 0.02% 181
2025
Q1 		$51.8K Buy
502
+2
+0.4% +$195 0.02% 175
2024
Q4 		$46.3K Buy
500
+2
+0.4% +$201 0.02% 185
2024
Q3 		$51.7K Buy
498
+2
+0.4% +$191 0.02% 178
2024
Q2 		$47.7K Sell
496
-114
-19% -$11K 0.02% 182
2024
Q1 		$60.5K Buy
610
+3
+0.5% +$277 0.02% 164
2023
Q4 		$54.3K Buy
607
+2
+0.3% +$166 0.02% 167
2023
Q3 		$48.6K Buy
605
+2
+0.3% +$171 0.02% 167
2023
Q2 		$53.6K Buy
603
+3
+0.5% +$253 0.02% 163
2023
Q1 		$50.7K Buy
600
+2
+0.3% +$165 0.02% 183
2022
Q4 		$46.8K Buy
598
+2
+0.3% +$148 0.02% 184
2022
Q3 		$38K Buy
596
+2
+0.3% +$146 0.02% 203
2022
Q2 		$42K Buy
594
+3
+0.5% +$221 0.02% 200
2022
Q1 		$46K Buy
591
+2
+0.3% +$160 0.02% 214
2021
Q4 		$51K Buy
589
+1
+0.2% +$84 0.03% 168
2021
Q3 		$48K Buy
588
+2
+0.3% +$176 0.02% 209
2021
Q2 		$48K Buy
586
+2
+0.3% +$154 0.02% 209
2021
Q1 		$40K Sell
584
-169
-22% -$11K 0.02% 219
2020
Q4 		$51K Buy
753
+52
+7% +$3.37K 0.03% 180
2020
Q3 		$44K Sell
701
-154
-18% -$9.42K 0.03% 153
2020
Q2 		$49K Buy
+855
New +$44.3K 0.03% 147

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

Jackson Grant Investment Advisers's OTIS Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its Otis Worldwide (OTIS) stake by 0.43% in Q1 2026, buying an estimated $175 and bringing the position to 466 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #220.

Jackson Grant Investment Advisers first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $60.5K in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Jackson Grant Investment Advisers held 466 shares of Otis Worldwide worth $35.9K as of Q1 2026.
  • Jackson Grant Investment Advisers bought 2 Otis Worldwide shares in Q1 2026, an estimated $175.
  • Otis Worldwide made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #220 holding.
  • Jackson Grant Investment Advisers first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Jackson Grant Investment Advisers's Otis Worldwide position peaked at $60.5K in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.