NRWA
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North Ridge Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

North Ridge Wealth Advisors’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 		$386 Hold
5
– – ﹤0.01% 183
2025
Q4 		$437 Hold
5
– – ﹤0.01% 175
2025
Q3 		$458 Hold
5
– – ﹤0.01% 180
2025
Q2 		$496 Hold
5
– – ﹤0.01% 170
2025
Q1 		$516 Hold
5
– – ﹤0.01% 160
2024
Q4 		$464 Buy
+5
New +$501 ﹤0.01% 187

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

North Ridge Wealth Advisors's OTIS Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 5 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #183.

North Ridge Wealth Advisors first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $516 in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • North Ridge Wealth Advisors held 5 shares of Otis Worldwide worth $386 as of Q1 2026.
  • North Ridge Wealth Advisors left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #183 holding.
  • North Ridge Wealth Advisors first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Otis Worldwide position peaked at $516 in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.