Rialto Wealth Management’s Otis Worldwide OTIS Stock Holding History

Rialto Wealth 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	$301K	Buy	3,906 +9	+0.2%	+$787	0.07%	130
2025 Q4	$340K	Buy	3,897 +1	+0%	+$89	0.08%	121
2025 Q3	$356K	Sell	3,896 -21	-0.5%	-$1.91K	0.09%	112
2025 Q2	$388K	Buy	3,917 +14	+0.4%	+$1.35K	0.11%	106
2025 Q1	$403K	Buy	3,903 +14	+0.4%	+$1.37K	0.13%	104
2024 Q4	$360K	Buy	+3,889	New	+$390K	0.12%	109

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rialto Wealth Management's OTIS Position: Q1 2026 in Review

Rialto Wealth Management increased its Otis Worldwide (OTIS) stake by 0.23% in Q1 2026, buying an estimated $787 and bringing the position to 3,906 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #130.

Rialto Wealth Management first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $403K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Rialto Wealth Management held 3,906 shares of Otis Worldwide worth $301K as of Q1 2026.
Rialto Wealth Management bought 9 Otis Worldwide shares in Q1 2026, an estimated $787.
Otis Worldwide made up 0.07% of Rialto Wealth Management's portfolio in Q1 2026, its #130 holding.
Rialto Wealth Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Otis Worldwide position peaked at $403K in Q1 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.