PIS
OTIS icon

POM Investment Strategies’s Otis Worldwide OTIS Stock Holding History

POM Investment Strategies’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 		$154 Buy
+2
New +$175 ﹤0.01% 427
2025
Q1 		– Sell
-712
Closed -$65.9K – 317
2024
Q4 		$65.9K Hold
712
– – 0.05% 65
2024
Q3 		$74K Sell
712
-49
-6% -$4.67K 0.06% 55
2024
Q2 		$73.3K Buy
761
+49
+7% +$4.72K 0.06% 59
2024
Q1 		$70.7K Hold
712
– – 0.06% 55
2023
Q4 		$63.7K Buy
+712
New +$59.2K 0.06% 55

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

POM Investment Strategies's OTIS Position: Q1 2026 in Review

POM Investment Strategies opened a new position in Otis Worldwide (OTIS) in Q1 2026: 2 shares worth $154. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: POM Investment Strategies previously reported a position in OTIS as recently as Q4 2024.

POM Investment Strategies first reported a position in OTIS in Q4 2023 and has held it in 6 quarters since. The position peaked at $74K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • POM Investment Strategies held 2 shares of Otis Worldwide worth $154 as of Q1 2026.
  • Otis Worldwide was a new POM Investment Strategies position in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of POM Investment Strategies's portfolio in Q1 2026, its #427 holding.
  • POM Investment Strategies first reported a position in Otis Worldwide in Q4 2023 and has held it in 6 quarters since.
  • POM Investment Strategies's Otis Worldwide position peaked at $74K in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.