Jessup Wealth Management’s Otis Worldwide OTIS Stock Holding History

Jessup 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	–	Sell	-1	Closed	-$87	–	263
2025 Q4	$87	Buy	+1	New	+$89	﹤0.01%	383

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Jessup Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 1 share — an estimated $87 sold.

Jessup Wealth Management first reported a position in OTIS in Q4 2025 and held it in 1 quarter. The position peaked at $87 in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Jessup Wealth Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 1 Otis Worldwide share in Q1 2026, an estimated $87.
Jessup Wealth Management first reported a position in Otis Worldwide in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Otis Worldwide position peaked at $87 in Q4 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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