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Quotient Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Quotient 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 		$497K Buy
6,445
+887
+16% +$77.6K 0.01% 195
2025
Q4 		$486K Sell
5,558
-255
-4% -$22.8K 0.01% 197
2025
Q3 		$532K Sell
5,813
-228
-4% -$20.7K 0.01% 185
2025
Q2 		$598K Sell
6,041
-105
-2% -$10.1K 0.02% 161
2025
Q1 		$634K Buy
6,146
+307
+5% +$30K 0.02% 155
2024
Q4 		$541K Buy
5,839
+140
+2% +$14K 0.02% 157
2024
Q3 		$592K Sell
5,699
-174
-3% -$16.6K 0.02% 157
2024
Q2 		$565K Buy
5,873
+206
+4% +$19.9K 0.02% 162
2024
Q1 		$563K Sell
5,667
-2,032
-26% -$188K 0.02% 160
2023
Q4 		$689K Buy
+7,699
New +$640K 0.03% 149

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

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

Quotient Wealth Partners increased its Otis Worldwide (OTIS) stake by 16% in Q1 2026, buying an estimated $77.6K and bringing the position to 6,445 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #195.

Quotient Wealth Partners first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $689K in Q4 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Quotient Wealth Partners held 6,445 shares of Otis Worldwide worth $497K as of Q1 2026.
  • Quotient Wealth Partners bought 887 Otis Worldwide shares in Q1 2026, an estimated $77.6K.
  • Otis Worldwide made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #195 holding.
  • Quotient Wealth Partners first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Otis Worldwide position peaked at $689K in Q4 2023.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.