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Legacy Wealth Partners (Colorado)’s Otis Worldwide OTIS Stock Holding History

Legacy Wealth Partners (Colorado)’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
-2,359
Closed -$206K – 189
2025
Q4 		$206K Buy
+2,359
New +$211K 0.05% 168

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Morgan Stanley
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Geode Capital Management
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Franklin Resources
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s OTIS Position: Q1 2026 in Review

Legacy Wealth Partners (Colorado) sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,359 shares — an estimated $206K sold.

Legacy Wealth Partners (Colorado) first reported a position in OTIS in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 2,359 Otis Worldwide shares in Q1 2026, an estimated $206K.
  • Legacy Wealth Partners (Colorado) first reported a position in Otis Worldwide in Q4 2025 and held it in 1 quarter.
  • Legacy Wealth Partners (Colorado)'s Otis Worldwide position peaked at $206K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q1 2026, filed 17 Apr 2026.