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Navigoe Wealth Management’s Otis Worldwide OTIS Stock Holding History

Navigoe 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 		$1K Hold
25
– – ﹤0.01% 201
2025
Q4 		$2K Hold
25
– – ﹤0.01% 208
2025
Q3 		$2K Hold
25
– – ﹤0.01% 205
2025
Q2 		$2K Hold
25
– – ﹤0.01% 144
2025
Q1 		$2K Hold
25
– – ﹤0.01% 142
2024
Q4 		$2K Buy
+25
New +$2.51K ﹤0.01% 141

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

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

Navigoe Wealth Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Navigoe Wealth Management first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Navigoe Wealth Management held 25 shares of Otis Worldwide worth $1K as of Q1 2026.
  • Navigoe Wealth Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q1 2026, its #201 holding.
  • Navigoe Wealth Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Navigoe Wealth Management's Otis Worldwide position peaked at $2K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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