NVWM LLC’s Otis Worldwide OTIS Stock Holding History

NVWM LLC’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	$385	Hold	5	–	–	﹤0.01%	671
2025 Q4	$437	Sell	5 -5	-50%	-$447	﹤0.01%	661
2025 Q3	$914	Sell	10 -94	-90%	-$8.53K	﹤0.01%	543
2025 Q2	$10.3K	Buy	104 +94	+940%	+$9.07K	﹤0.01%	313
2025 Q1	$1.03K	Buy	10 +5	+100%	+$488	﹤0.01%	486
2024 Q4	$463	Hold	5	–	–	﹤0.01%	570
2024 Q3	$520	Sell	5 -10	-67%	-$953	﹤0.01%	543
2024 Q2	$1.44K	Buy	15 +5	+50%	+$482	﹤0.01%	394
2024 Q1	$993	Buy	+10	New	+$924	﹤0.01%	407
2021 Q3	–	Sell	-12	Closed	-$1K	–	515
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	429
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	401
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	382
2020 Q3	$1K	Sell	12 -25	-68%	-$1.53K	﹤0.01%	358
2020 Q2	$2K	Buy	+37	New	+$1.92K	﹤0.01%	316

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

NVWM LLC's OTIS Position: Q1 2026 in Review

NVWM LLC held its Otis Worldwide (OTIS) position steady in Q1 2026 at 5 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #671.

NVWM LLC first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $10.3K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

NVWM LLC held 5 shares of Otis Worldwide worth $385 as of Q1 2026.
NVWM LLC left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of NVWM LLC's portfolio in Q1 2026, its #671 holding.
NVWM LLC first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
NVWM LLC's Otis Worldwide position peaked at $10.3K in Q2 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.