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Private Wealth Asset Management’s Otis Worldwide OTIS Stock Holding History

Private Wealth Asset 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 		$349K Sell
4,527
-4
-0.1% -$350 0.04% 204
2025
Q4 		$396K Hold
4,531
– – 0.04% 190
2025
Q3 		$414K Hold
4,531
– – 0.05% 177
2025
Q2 		$449K Sell
4,531
-97
-2% -$9.36K 0.06% 171
2025
Q1 		$478K Buy
+4,628
New +$452K 0.07% 153

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

Private Wealth Asset Management's OTIS Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Otis Worldwide (OTIS) stake by 0.09% in Q1 2026, selling an estimated $350 and leaving 4,527 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #204.

Private Wealth Asset Management first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $478K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Private Wealth Asset Management held 4,527 shares of Otis Worldwide worth $349K as of Q1 2026.
  • Private Wealth Asset Management sold 4 Otis Worldwide shares in Q1 2026, an estimated $350.
  • Otis Worldwide made up 0.04% of Private Wealth Asset Management's portfolio in Q1 2026, its #204 holding.
  • Private Wealth Asset Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Otis Worldwide position peaked at $478K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.