JSW
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Journey Strategic Wealth’s Otis Worldwide OTIS Stock Holding History

Journey Strategic 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 		$269K Buy
3,487
+440
+14% +$38.5K 0.01% 603
2025
Q4 		$266K Buy
3,047
+174
+6% +$15.6K 0.01% 557
2025
Q3 		$263K Sell
2,873
-2,259
-44% -$205K 0.01% 540
2025
Q2 		$508K Buy
5,132
+2,566
+100% +$248K 0.02% 295
2025
Q1 		$265K Buy
+2,566
New +$251K 0.01% 373

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

Journey Strategic Wealth's OTIS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Otis Worldwide (OTIS) stake by 14% in Q1 2026, buying an estimated $38.5K and bringing the position to 3,487 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #603.

Journey Strategic Wealth first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $508K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Journey Strategic Wealth held 3,487 shares of Otis Worldwide worth $269K as of Q1 2026.
  • Journey Strategic Wealth bought 440 Otis Worldwide shares in Q1 2026, an estimated $38.5K.
  • Otis Worldwide made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #603 holding.
  • Journey Strategic Wealth first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Journey Strategic Wealth's Otis Worldwide position peaked at $508K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.