NewEdge Wealth’s Otis Worldwide OTIS Stock Holding History

NewEdge 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
2026 Q1	–	Sell	-4,955	Closed	-$433K	–	1245
2025 Q4	$433K	Buy	+4,955	New	+$443K	﹤0.01%	898
2025 Q3	–	Sell	-2,378	Closed	-$208K	–	1054
2025 Q2	$208K	Buy	+2,378	New	+$230K	﹤0.01%	922
2025 Q1	–	Sell	-3,320	Closed	-$307K	–	975
2024 Q4	$307K	Buy	3,320 +138	+4%	+$13.8K	0.01%	758
2024 Q3	$331K	Sell	3,182 -338	-10%	-$32.2K	0.01%	704
2024 Q2	$339K	Sell	3,520 -141	-4%	-$13.6K	0.01%	626
2024 Q1	$336K	Sell	3,661 -141	-4%	-$13K	0.01%	641
2023 Q4	$340K	Sell	3,802 -57	-1%	-$4.74K	0.01%	589
2023 Q3	$310K	Buy	3,859 +364	+10%	+$31.1K	0.01%	540
2023 Q2	$311K	Buy	+3,495	New	+$294K	0.01%	536

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

NewEdge Wealth's OTIS Position: Q1 2026 in Review

NewEdge Wealth sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 4,955 shares — an estimated $433K sold.

NewEdge Wealth first reported a position in OTIS in Q2 2023 and held it in 9 quarters. The position peaked at $433K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

NewEdge Wealth reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 4,955 Otis Worldwide shares in Q1 2026, an estimated $433K.
NewEdge Wealth first reported a position in Otis Worldwide in Q2 2023 and held it in 9 quarters.
NewEdge Wealth's Otis Worldwide position peaked at $433K in Q4 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.