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Principle Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Principle 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 		$823K Sell
10,678
-480
-4% -$42K 0.05% 187
2025
Q4 		$975K Buy
11,158
+7
+0.1% +$626 0.05% 171
2025
Q3 		$1.02M Sell
11,151
-76
-0.7% -$6.9K 0.06% 161
2025
Q2 		$1.11M Hold
11,227
– – 0.07% 152
2025
Q1 		$1.16M Sell
11,227
-50
-0.4% -$4.88K 0.08% 144
2024
Q4 		$1.04M Sell
11,277
-125
-1% -$12.5K 0.07% 150
2024
Q3 		$1.19M Buy
11,402
+228
+2% +$21.7K 0.08% 147
2024
Q2 		$1.08M Sell
11,174
-465
-4% -$44.8K 0.08% 150
2024
Q1 		$1.16M Sell
11,639
-17
-0.1% -$1.57K 0.09% 147
2023
Q4 		$1.04M Sell
11,656
-7
-0.1% -$582 0.09% 153
2023
Q3 		$937K Buy
11,663
+986
+9% +$84.3K 0.09% 152
2023
Q2 		$950K Sell
10,677
-62
-0.6% -$5.22K 0.1% 146
2023
Q1 		$906K Buy
10,739
+99
+0.9% +$8.19K 0.1% 146
2022
Q4 		$833K Sell
10,640
-450
-4% -$33.2K 0.09% 148
2022
Q3 		$708 Sell
11,090
-50
-0.4% -$3.66K 0.07% 150
2022
Q2 		$787K Sell
11,140
-271
-2% -$20K 0.09% 154
2022
Q1 		$878K Sell
11,411
-221
-2% -$17.7K 0.09% 152
2021
Q4 		$1.01M Sell
11,632
-113
-1% -$9.46K 0.11% 137
2021
Q3 		$966K Buy
11,745
+178
+2% +$15.7K 0.11% 134
2021
Q2 		$946K Sell
11,567
-28
-0.2% -$2.15K 0.11% 138
2021
Q1 		$794K Sell
11,595
-250
-2% -$16.3K 0.09% 144
2020
Q4 		$800K Buy
+11,845
New +$768K 0.11% 136
2020
Q3 		– Sell
-2,380
Closed -$135K – 346
2020
Q2 		$135K Buy
+2,380
New +$123K 0.04% 180

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

Principle Wealth Partners's OTIS Position: Q1 2026 in Review

Principle Wealth Partners reduced its Otis Worldwide (OTIS) stake by 4.3% in Q1 2026, selling an estimated $42K and leaving 10,678 shares worth $823K. The position accounts for 0.05% of the portfolio, ranked #187.

Principle Wealth Partners first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Principle Wealth Partners held 10,678 shares of Otis Worldwide worth $823K as of Q1 2026.
  • Principle Wealth Partners sold 480 Otis Worldwide shares in Q1 2026, an estimated $42K.
  • Otis Worldwide made up 0.05% of Principle Wealth Partners's portfolio in Q1 2026, its #187 holding.
  • Principle Wealth Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Otis Worldwide position peaked at $1.19M in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.