Milestone Asset Management Group’s Otis Worldwide OTIS Stock Holding History

Milestone Asset Management Group’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	$414K	Buy	5,377 +7	+0.1%	+$612	0.24%	81
2025 Q4	$469K	Buy	5,370 +6	+0.1%	+$537	0.26%	76
2025 Q3	$490K	Buy	5,364 +6	+0.1%	+$545	0.31%	72
2025 Q2	$531K	Buy	5,358 +5	+0.1%	+$483	0.39%	62
2025 Q1	$552K	Buy	5,353 +5	+0.1%	+$488	0.5%	54
2024 Q4	$495K	Buy	+5,348	New	+$536K	0.44%	56

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

Milestone Asset Management Group's OTIS Position: Q1 2026 in Review

Milestone Asset Management Group increased its Otis Worldwide (OTIS) stake by 0.13% in Q1 2026, buying an estimated $612 and bringing the position to 5,377 shares worth $414K. The position accounts for 0.24% of the portfolio, ranked #81.

Milestone Asset Management Group first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $552K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Milestone Asset Management Group held 5,377 shares of Otis Worldwide worth $414K as of Q1 2026.
Milestone Asset Management Group bought 7 Otis Worldwide shares in Q1 2026, an estimated $612.
Otis Worldwide made up 0.24% of Milestone Asset Management Group's portfolio in Q1 2026, its #81 holding.
Milestone Asset Management Group first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
Milestone Asset Management Group's Otis Worldwide position peaked at $552K in Q1 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.