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

Private Wealth Management Group’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 		$3.55K Hold
46
– – ﹤0.01% 892
2025
Q4 		$4.02K Sell
46
-60
-57% -$5.37K ﹤0.01% 863
2025
Q3 		$9.69K Sell
106
-32
-23% -$2.9K ﹤0.01% 519
2025
Q2 		$13.7K Hold
138
– – ﹤0.01% 404
2025
Q1 		$14.2K Buy
138
+33
+31% +$3.22K 0.01% 376
2024
Q4 		$9.72K Hold
105
– – ﹤0.01% 483
2024
Q3 		$10.9K Hold
105
– – ﹤0.01% 431
2024
Q2 		$10.1K Hold
105
– – ﹤0.01% 438
2024
Q1 		$10.4K Hold
105
– – ﹤0.01% 401
2023
Q4 		$9.39K Buy
+105
New +$8.73K ﹤0.01% 422

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 Management Group's OTIS Position: Q1 2026 in Review

Private Wealth Management Group held its Otis Worldwide (OTIS) position steady in Q1 2026 at 46 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Private Wealth Management Group first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.2K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Private Wealth Management Group held 46 shares of Otis Worldwide worth $3.55K as of Q1 2026.
  • Private Wealth Management Group left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #892 holding.
  • Private Wealth Management Group first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Otis Worldwide position peaked at $14.2K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.