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Perigon Wealth Management’s Otis Worldwide OTIS Stock Holding History

Perigon 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 		$988K Sell
12,816
-1,385
-10% -$121K 0.02% 541
2025
Q4 		$1.24M Sell
14,201
-346
-2% -$31K 0.02% 479
2025
Q3 		$1.33M Buy
14,547
+1,112
+8% +$101K 0.03% 437
2025
Q2 		$1.33M Sell
13,435
-42
-0.3% -$4.05K 0.03% 411
2025
Q1 		$1.39M Sell
13,477
-3,528
-21% -$345K 0.04% 376
2024
Q4 		$1.58M Buy
17,005
+309
+2% +$31K 0.04% 342
2024
Q3 		$1.74M Sell
16,696
-43
-0.3% -$4.1K 0.05% 313
2024
Q2 		$1.61M Buy
16,739
+167
+1% +$16.1K 0.05% 283
2024
Q1 		$1.65M Buy
16,572
+170
+1% +$15.7K 0.05% 278
2023
Q4 		$1.47M Sell
16,402
-64
-0.4% -$5.32K 0.05% 270
2023
Q3 		$1.32M Sell
16,466
-250
-1% -$21.4K 0.05% 259
2023
Q2 		$1.49M Buy
16,716
+3,988
+31% +$336K 0.06% 244
2023
Q1 		$1.07M Buy
12,728
+116
+0.9% +$9.6K 0.06% 258
2022
Q4 		$988K Sell
12,612
-3,081
-20% -$227K 0.06% 268
2022
Q3 		$1M Buy
15,693
+3,632
+30% +$266K 0.09% 203
2022
Q2 		$852K Buy
12,061
+261
+2% +$19.2K 0.07% 232
2022
Q1 		$908K Buy
11,800
+508
+4% +$40.6K 0.06% 252
2021
Q4 		$983K Buy
11,292
+402
+4% +$33.6K 0.07% 227
2021
Q3 		$896K Buy
10,890
+64
+0.6% +$5.63K 0.08% 217
2021
Q2 		$885K Sell
10,826
-34
-0.3% -$2.62K 0.08% 215
2021
Q1 		$743K Buy
10,860
+586
+6% +$38.3K 0.08% 227
2020
Q4 		$694K Buy
10,274
+64
+0.6% +$4.15K 0.08% 194
2020
Q3 		$637K Buy
10,210
+111
+1% +$6.79K 0.09% 184
2020
Q2 		$574K Buy
+10,099
New +$523K 0.09% 182

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

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

Perigon Wealth Management reduced its Otis Worldwide (OTIS) stake by 9.8% in Q1 2026, selling an estimated $121K and leaving 12,816 shares worth $988K. The position accounts for 0.02% of the portfolio, ranked #541.

Perigon Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.74M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Perigon Wealth Management held 12,816 shares of Otis Worldwide worth $988K as of Q1 2026.
  • Perigon Wealth Management sold 1,385 Otis Worldwide shares in Q1 2026, an estimated $121K.
  • Otis Worldwide made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #541 holding.
  • Perigon Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Perigon Wealth Management's Otis Worldwide position peaked at $1.74M in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.