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Purpose Unlimited Inc’s Otis Worldwide OTIS Stock Holding History

Purpose Unlimited Inc’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 		$3.85K Hold
50
– – ﹤0.01% 457
2025
Q4 		$4.37K Buy
+50
New +$4.47K ﹤0.01% 350

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Purpose Unlimited Inc's OTIS Position: Q1 2026 in Review

Purpose Unlimited Inc held its Otis Worldwide (OTIS) position steady in Q1 2026 at 50 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Purpose Unlimited Inc first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.37K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Purpose Unlimited Inc held 50 shares of Otis Worldwide worth $3.85K as of Q1 2026.
  • Purpose Unlimited Inc left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #457 holding.
  • Purpose Unlimited Inc first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Otis Worldwide position peaked at $4.37K in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.