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JPL Wealth Management’s Otis Worldwide OTIS Stock Holding History

JPL 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 		$9.94K Buy
+129
New +$11.3K ﹤0.01% 530
2025
Q4 		– Sell
-123
Closed -$11.2K – 810
2025
Q3 		$11.2K Buy
+123
New +$11.2K ﹤0.01% 519

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

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

JPL Wealth Management opened a new position in Otis Worldwide (OTIS) in Q1 2026: 129 shares worth $9.94K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in OTIS as recently as Q3 2025.

JPL Wealth Management first reported a position in OTIS in Q3 2025 and has held it in 2 quarters since. The position peaked at $11.2K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • JPL Wealth Management held 129 shares of Otis Worldwide worth $9.94K as of Q1 2026.
  • Otis Worldwide was a new JPL Wealth Management position in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #530 holding.
  • JPL Wealth Management first reported a position in Otis Worldwide in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Otis Worldwide position peaked at $11.2K in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.