Mowery & Schoenfeld Wealth Management’s Otis Worldwide OTIS Stock Holding History

Mowery & Schoenfeld 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	$30.5K	Hold	396	–	–	0.05%	155
2025 Q4	$34.6K	Hold	396	–	–	0.05%	164
2025 Q3	$36.2K	Sell	396 -47	-11%	-$4.27K	0.06%	138
2025 Q2	$43.9K	Hold	443	–	–	0.07%	121
2025 Q1	$45.8K	Buy	443 +1	+0.2%	+$98	0.09%	137
2024 Q4	$40.9K	Buy	442 +372	+531%	+$37.3K	0.08%	121
2024 Q3	$7.28K	Hold	70	–	–	0.01%	188
2024 Q2	$6.74K	Hold	70	–	–	0.01%	170
2024 Q1	$6.95K	Hold	70	–	–	0.01%	117
2023 Q4	$6.26K	Buy	+70	New	+$5.82K	0.01%	123

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

Mowery & Schoenfeld Wealth Management's OTIS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 396 shares worth $30.5K. The position accounts for 0.05% of the portfolio, ranked #155.

Mowery & Schoenfeld Wealth Management first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $45.8K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 396 shares of Otis Worldwide worth $30.5K as of Q1 2026.
Mowery & Schoenfeld Wealth Management left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #155 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Otis Worldwide position peaked at $45.8K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.