Maia Wealth’s Otis Worldwide OTIS Stock Holding History

Maia 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
2025 Q1	–	Sell	-450	Closed	-$41.7K	–	330
2024 Q4	$41.7K	Hold	450	–	–	0.01%	303
2024 Q3	$46.8K	Buy	+450	New	+$42.9K	0.01%	265

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Maia Wealth's OTIS Position: Q1 2025 in Review

Maia Wealth sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 450 shares — an estimated $41.7K sold.

Maia Wealth first reported a position in OTIS in Q3 2024 and held it in 2 quarters. The position peaked at $46.8K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Maia Wealth reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Maia Wealth sold 450 Otis Worldwide shares in Q1 2025, an estimated $41.7K.
Maia Wealth first reported a position in Otis Worldwide in Q3 2024 and held it in 2 quarters.
Maia Wealth's Otis Worldwide position peaked at $46.8K in Q3 2024.
1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.