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Premier Path Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Premier Path Wealth Partners’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
-2,418
Closed -$211K – 407
2025
Q4 		$211K Sell
2,418
-465
-16% -$41.6K 0.03% 386
2025
Q3 		$264K Sell
2,883
-153
-5% -$13.9K 0.03% 349
2025
Q2 		$301K Buy
3,036
+55
+2% +$5.31K 0.04% 323
2025
Q1 		$308K Buy
2,981
+402
+16% +$39.3K 0.05% 300
2024
Q4 		$239K Sell
2,579
-52
-2% -$5.21K 0.04% 338
2024
Q3 		$273K Sell
2,631
-91
-3% -$8.67K 0.04% 317
2024
Q2 		$262K Buy
2,722
+25
+0.9% +$2.41K 0.04% 317
2024
Q1 		$268K Buy
2,697
+39
+1% +$3.6K 0.05% 290
2023
Q4 		$238K Buy
+2,658
New +$221K 0.05% 295

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

Premier Path Wealth Partners's OTIS Position: Q1 2026 in Review

Premier Path Wealth Partners sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,418 shares — an estimated $211K sold.

Premier Path Wealth Partners first reported a position in OTIS in Q4 2023 and held it in 9 quarters. The position peaked at $308K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Premier Path Wealth Partners reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 2,418 Otis Worldwide shares in Q1 2026, an estimated $211K.
  • Premier Path Wealth Partners first reported a position in Otis Worldwide in Q4 2023 and held it in 9 quarters.
  • Premier Path Wealth Partners's Otis Worldwide position peaked at $308K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.